Leesburg, VA Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,633 advisors across 966 offices

Location

Leesburg VA

Advisors at this office

2

Advisors at this office

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Stefan L

Series 63, Series 65

Leesburg, VA

Equitable Advisors

Stefan Lambert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities. He has been with Equitable Advisors since 2025. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

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

Series 66

Leesburg, VA

Equitable Advisors

Gabriel Short is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrell and Virginia Tech, among others. Outside of his financial advisory role, he works as an independent food courier for Uber Eats. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and utilizes a combination of discretionary and non-discretionary asset management strategies.

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