New Hartford, NY Oneida Street Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,633 advisors across 966 offices

Location

3985 Oneida Street, Suite 201

New Hartford NY 13413

Advisors at this office

2

Advisors at this office

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Lawrence M

Series 63, Series 65

New Hartford, NY

Equitable Advisors

Lawrence Mantle is a financial advisor with Equitable Advisors in New Hartford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor 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 a variety of third-party managers. The firm uses a hybrid referral and implementation model that incorporates external program sponsors and offers tailored advisory services based on documented 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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Adam A

Series 66

New Hartford, NY

Equitable Advisors

Adam Ayouch is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2015, having also worked at Axa Advisors, LLC during part of that time. Outside of his advisory role, he serves as power of attorney and executor for his grandmother, Marguerite Miller. 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 services 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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