Los Angeles, CA 5700 Wilshire Blvd Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 977 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

5700 Wilshire Blvd, Suite 120 A

Los Angeles CA 90036

Advisors at this office

49

Advisors at this office

user avatar

Mark N

Series 66

Los Angeles, CA

Equitable Advisors

Mark Nordbrock is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Equitable Advisors since 2000, including a prior affiliation when the firm was known as Axa Advisors. In addition to his advisory work, Nordbrock is an attorney operating the Law Offices of Mark Nordbrock and serves as a trustee for an immediate family trust. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to deliver tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ataullah M

Series 66

Los Angeles, CA

Equitable Advisors

Ataullah Mangal is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Dexa Ventures, Wells Fargo Bank, Uber, Cydcor, PAE, and Azizi Bank. Outside of advisory work, he has been involved with Uber since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client risk tolerance and leveraging both proprietary and third-party investment programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ryan S

Series 66

Los Angeles, CA

Equitable Advisors

Ryan Sullivan is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Los Angeles. He previously worked at Teachers Insurance and Annuities Association of America (TIAA) for 11 years. Outside of his advisory role, he manages a rental property. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Franklin C

Series 66

Los Angeles, CA

Equitable Advisors

Franklin Chelebian is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 license and six years of industry experience. His prior work includes roles at Chapman University, Hudson Pacific Properties, Trinium Technologies, and for Congressman Duncan Hunter. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Daniel O

Series 66

Los Angeles, CA

Equitable Advisors

Daniel Orosco Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked in education and retail, including positions at the University of La Verne, Lululemon, and Dick's Sporting Goods. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Myung C

Series 65

Los Angeles, CA

Equitable Advisors

Myung Choe is a Series 65-licensed financial advisor with Equitable Advisors, based in Los Angeles, CA, and has 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer of the Los Angeles Central Lions Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses both in-house and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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William J

Series 66

Los Angeles, CA

Equitable Advisors

William Janney is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes roles at DB Fitzpatrick and Co. and Wolf One Farms, as well as teaching positions at The College of Idaho and Pacific Palisades High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jenny J

Series 63, Series 65

Los Angeles, CA

Equitable Advisors

Jenny Jung is a financial advisor at Equitable Advisors with 32 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to her advisory work, she holds a special power of attorney to manage immediate family members' retirement affairs. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Ki Hyung R

Series 66

Los Angeles, CA

Equitable Advisors

Ki Hyung Ryow is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and possessing 24 years of industry experience. He has been with Equitable Advisors since 2001, including through its predecessor Axa Advisors. Outside of advising, Ryow is involved in several community and nonprofit organizations, serving as a director for the Krossland Foundation Inc., president and secretary of Saint Gabriel Korean School Inc., a board member of the Korean American Chamber of Commerce Los Angeles and the Korean Institute of Southern California, and is also a restaurant owner and member of the Los Angeles Koreatown Lions Club. Equitable Advisors provides a broad range of financial planning and retirement consulting services to individuals, plans, corporations, and institutions. The firm utilizes various advisory programs and third-party asset managers to tailor investment strategies, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Hye Ri K

Series 63, Series 65

Los Angeles, CA

Equitable Advisors

Hye Ri Kim is a financial advisor with Equitable Advisors in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Equitable Advisors since 2014 and was also with Axa Advisors, LLC for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Herbert G

Series 63, Series 65

Los Angeles, CA

Equitable Advisors

Herbert Goodrich is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a volunteer campaign committee member at St. Matthew Antiochian Orthodox Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients through a network of Investment Adviser Representatives. The firm leverages a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Kevin J

Series 63, Series 65

Los Angeles, CA

Equitable Advisors

Kevin Jung is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Outside of his advisory role, he has involvement in a fixed business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a variety of third-party advisory models and emphasizes fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Daniel H

Series 66

Los Angeles, CA

Equitable Advisors

Daniel Howard is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked for 14 years with the California Highway Patrol. Outside of his advisory role, he owns and manages a short-term rental property through a separate business entity. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services. The firm’s approach involves matching clients to program models or discretionary managers, utilizing a mix of firm-offered programs and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Michael S

Series 66

Los Angeles, CA

Equitable Advisors

Michael Sendowski is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He serves on the board of the Jewish Big Brothers Big Sisters Foundation for Camp Bob Waldorf and holds non-practicing CPA and attorney licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Valerio C

Series 66

Los Angeles, CA

Equitable Advisors

Valerio Chiarotti is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill, Paulson Investment Company, and Bank of America. Outside of his advisory role, he is the owner of Terrarossa LLC, a wine service company, and serves as a board member and CFO for the Italian Heritage Culture Foundation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a risk-assessment approach to match clients with advisory models and third-party asset managers, providing a range of investment options including mutual funds, ETFs, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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