Miami, FL S. Dadeland Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$41,094,843,456
ClientsTotal clients
71,990
AdvisorsAdvisors at this office
49
Of 4,620 advisors across 968 offices
Location
9130 S. Dadeland Blvd., Suite 1400
Miami FL 33156
Advisors at this office
49
Advisors at this office
Gardenia L
Series 66
Miami, FL
Equitable Advisors
Gardenia Leon Nickel is a financial advisor at Equitable Advisors with 35 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 1999, including during the firm's period as AXA Advisors. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and a broker-dealer, utilizing a range of LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Luis A
Series 65, Series 63
Miami, FL
Equitable Advisors
Luis Alvarado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Alvarado serves on the Board of Directors for the Coral Gables Estate Planning Council and is a Trustee Diplomat and member of the Coral Gables Chamber, participating in networking and educational events. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as both an SEC-registered investment adviser and a broker-dealer.
Royce E
Series 66
Miami, FL
Equitable Advisors
Royce Eggert is a financial advisor with Equitable Advisors in Miami, FL. He holds the Series 66 designation and has been with Equitable since 2026. Prior to becoming a financial advisor, he worked in various roles including at Trump Doral and Valdosta Country Club. 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 and works extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.
Georvy P
Series 66
Miami, FL
Equitable Advisors
Georvy Panameno Romero is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has been with Equitable in various capacities since 2015. Prior to his advisory roles, he was affiliated with Florida International University from 2013 to 2017. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement plan support, and access to asset management through LPL and a broad range of third-party asset managers, operating with a hybrid referral and implementation model.
Taft R
Series 66
Miami, FL
Equitable Advisors
Taft Rahaim is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at EdFed Credit Union, Chase Bank, and DSI Systems. Rahaim was previously a student from 2016 to 2024. 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, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Gloria B
Series 63, Series 65
Miami, FL
Equitable Advisors
Gloria Barbier is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Equitable Advisors since 2009, following her tenure at AXA Advisors LLC. Outside of her advisory role, she serves on the board of directors for The Peacock Building Association, overseeing facility maintenance. 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Rene N
Series 66
Miami, FL
Equitable Advisors
Rene Negron is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Negron serves on the Board of Directors for the Coral Gables Chamber of Commerce and is a board member and treasurer of the Rotary Club of South Miami. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, 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/insurance channels to execute client recommendations.
Fernando G
Series 66
Miami, FL
Equitable Advisors
Fernando Guisasola is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Miami, FL. He began his advisory career in 2025 and previously worked in education and retail. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, delivering both advisory and brokerage solutions.
Jonathan B
Series 66
Miami, FL
Equitable Advisors
Jonathan Baikov is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Equitable in 2023, he worked at Morningstar from 2022 to 2023 and has experience in both education and manufacturing sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a focus on both discretionary and non-discretionary advisory solutions through a variety of program sponsors and endorsed platforms.
Frank P
Series 66
Miami, FL
Equitable Advisors
Frank Perez Delgado is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Bank of America, Merrill, Cetera, and Regions Bank. Outside of his advisory role, he serves as the treasurer for the Big Five Club, a nonprofit cultural and sports organization in Miami. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage channels through third-party asset managers and LPL programs.
Hugo C
CFP®, ChFC®, Series 63, Series 65
Miami, FL
Equitable Advisors
Hugo Castro is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Castro serves as a board member of The Beacon Council, a nonprofit organization focused on economic development in Miami. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL Financial programs to implement client recommendations.
Luis C
Series 63, Series 65
Miami, FL
Equitable Advisors
Luis Chiappy is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Deliverance Boating, LLC, a business activity unrelated to his financial services work. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.
Evelyn C
Series 66
Miami, FL
Equitable Advisors
Evelyn Cuadrado is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has been with Equitable since 2012, including her current role at Equitable Advisors since 2023. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.
Eduardo G
Series 66
Miami, FL
Equitable Advisors
Eduardo Garcia Ona Jr. is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty. Outside of his advisory role, he is involved in forex trading through FOREX.COM. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.
Onelio F
Series 66
Miami, FL
Equitable Advisors
Onelio Fernandez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.
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