Hamden, CT Whitney Avenue Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

4

Of 4,620 advisors across 967 offices

Location

3074 Whitney Avenue, Building One

Hamden CT 06518

Advisors at this office

4

Advisors at this office

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Mark M

Series 63, Series 65

Hamden, CT

Equitable Advisors

Mark Massa is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kurt L

Series 63, Series 65

Hamden, CT

Equitable Advisors

Kurt Lenz is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. Outside of his advisory work, he is a joint owner of a vacation rental property in Corolla, NC, where he manages upkeep by hiring contractors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor solutions based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Matthew S

Series 66

Hamden, CT

Equitable Advisors

Matthew Stinson is a financial advisor with Equitable Advisors in West Hartford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Michael M

Series 66

Hamden, CT

Equitable Advisors

Michael Massa is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for six years at Del Mar Union School District and three years at Point Loma Nazarene University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using a delivery model that includes LPL-sponsored programs and endorsed third-party managed account platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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