Morristown, NJ Madison Avenue Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

46

Of 4,620 advisors across 967 offices

Location

10 Madison Avenue, 2nd Floor

Morristown NJ 07960

Advisors at this office

46

Advisors at this office

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Domenico D

Series 66

Morristown, NJ

Equitable Advisors

Domenico Dimaio is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing a range of advisory and brokerage solutions.

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

Series 66

Morristown, NJ

Equitable Advisors

Tyler Fernandez is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles at Target, Lowes, Camelback Resorts, and service in the Pennsylvania National Guard. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing 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 various endorsed TAMPs to deliver advisory and brokerage solutions.

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

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of advisory services, he is involved with PGP Benefits, a general agency focused on health insurance. 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 and offers 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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Michael A

Series 66

Morristown, NJ

Equitable Advisors

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC and the Hartshorne Group. Outside of advisory work, he is employed as a meat slicer at a local grocery store. Equitable Advisors serves 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 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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Christopher C

Series 63, Series 65, Series 66

Morristown, NJ

Equitable Advisors

Christopher Colvin is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at HSBC Securities and Axa Advisors. Outside of his advisory role, he serves as a volunteer treasurer for a local Girl Scouts troop. Equitable Advisors provides financial planning and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to numerous third-party asset managers and tailored advisory programs.

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

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Kristopher Taubald is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Taubald serves as a vice president for Track Group Stats, assisting with membership processes on a volunteer basis. 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 uses a hybrid referral and implementation model and offers 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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Adrian U

Series 66

Morristown, NJ

Equitable Advisors

Adrian Ukaj is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior work history includes roles at ThorLabs and various other positions before joining Equitable Advisors in 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 a range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers 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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Vincent C

Series 66

Morristown, NJ

Equitable Advisors

Vincent Cooper is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he serves as a police officer in Tenafly, New Jersey. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Evan Gates is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including John Wiley & Sons Inc, OneAmerica Securities, American United Life, Honeywell International Inc., and Axa Advisors. Outside of his advisory role, he is involved in life settlements through Ashar Group, assisting in this area jointly with a partner. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer with a focus on LPL-sponsored programs and endorsed TAMPs.

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

Series 66

Morristown, NJ

Equitable Advisors

Steven Tirpak is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously associated with Axa Advisors. Outside of his advisory role, he is involved in an outside insurance business with The Hartford. 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, 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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Michael T

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Michael Tomko is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at National Securities Corp for six years before joining Equitable Advisors in 2021. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with 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 endorsed TAMPs to deliver advisory and brokerage solutions.

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

Series 65, Series 66

Morristown, NJ

Equitable Advisors

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 66 licenses and having 20 years of industry experience. He has been with Equitable Advisors since 2005, including the period when the firm operated as Axa Advisors, LLC. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

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

Series 65, Series 63

Morristown, NJ

Equitable Advisors

Ting Yeung is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Yeung has worked at Equitable Advisors since 2016 and previously at AXA Advisors LLC from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers 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.

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

Todd S

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Todd Smith is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Smith is also involved in an outside insurance business. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and provides 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)
user avatar

Chelsea C

Series 66

Morristown, NJ

Equitable Advisors

Chelsea Chiswick is a financial advisor at Equitable Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2016, previously associated with AXA Advisors, LLC. Outside of financial services, she has experience in the hospitality industry, having worked at the Flemington-Raritan Diner. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers 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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