Mineola, NY Jericho Turnpike Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

3

Of 4,620 advisors across 967 offices

Location

285 Jericho Turnpike, 2nd Floor

Mineola NY 11501

Advisors at this office

3

Advisors at this office

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Aldo V

Series 63, Series 65

Mineola, NY

Equitable Advisors

Aldo Verrelli is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 2005 and founded A. Verrelli & Associates in 2009. Verrelli serves on the board of American Commercial Bank in Mineola, NY, and is chairman of the Columbus Citizens Foundation's college scholarship committee as well as the annual Columbus Day Parade. 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 advisory and brokerage model, leveraging third-party asset managers and LPL programs 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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Vincenzo C

Series 63, Series 65

Mineola, NY

Equitable Advisors

Vincenzo Cesare is a financial advisor with Equitable Advisors in Mineola, NY, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC, where he worked from 2003 to 2020. Outside of his advisory work, Cesare is involved as Master of the Garibaldi Masonic Lodge in New York City and serves on the board of Societa Concordia Partanna, Inc. 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 that combines advisory and brokerage channels to deliver tailored investment solutions.

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

Series 63, Series 66

Mineola, NY

Equitable Advisors

Angelica Van Pelt is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2010, including time at AXA Advisors prior to the firm’s rebranding. Outside of her advisory role, she is involved in property and casualty insurance sales on a limited basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance 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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