Middletown, NY Tower Drive Office

Steven Trotta is a Series 66-licensed financial advisor with Equitable Advisors, based in Middletown, NY. He joined the firm in 2026 and has previous work experience in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Petrollese is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Outside of finance, he is the owner of Yukon Contracting LLC, a business he has operated since 2019. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.

Jeffrey Little is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, following a two-year period at AXA Advisors. Prior to his advisory career, he was affiliated with the State University of New York at Oswego for four years. 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 asset-management programs, utilizing a range of third-party advisory models and discretionary management options.

Stephanie De Angelis is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Equitable Advisors, she worked at Plattsburgh State University and the Town of Marlboro Summer Camp. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Nicholas Godino is a financial advisor at Equitable Advisors with Series 66 credentials. He has recently started his career in the industry and has prior experience working at Teplitz and Bishops Commons. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party program sponsors without sponsoring its own wrap fee program.

Thomas Budington is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of advising, he is also active as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary solutions tailored to client risk tolerance and needs.

Shawn Behrent is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience working at the Orange County Department of Finance and the University at Albany. Outside of finance, he has operated Behrent's Performance Warehouse for eight years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Luigi Fratto is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His work history includes roles at multiple organizations, including Suny New Paltz, TNT Movers, and Pellegrinos Pizzeria. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and primarily relying on third-party sponsors for advisory models and investment solutions.

Erick Eichner is a financial advisor with Equitable Advisors in Middletown, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, his work history includes roles in healthcare and golfing services. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary programs.

Ashley Magen is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at 22 Bowen's, Alku, and the University of Rhode Island Academic Enhancement Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory program models and third-party asset managers to implement client portfolios.

John Recine is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fifth Avenue Financial and Securities of America. Outside of finance, he has experience with a floral business and has worked in the funeral home industry. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party asset managers and proprietary programs, to serve both non-high-net-worth and high-net-worth clients.

Louis Algiere is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. He has worked at Equitable Advisors since 2024 and has prior experience in diverse roles including positions at Spectrum/Charter Communications and ESPN. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm uses a variety of advisory models implemented through third-party managers and focuses on matching client needs to appropriate investment programs.