New York, NY 1290 Avenue of the Americas Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,706

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

1290 Avenue of the Americas, 4th Fl

New York NY 10104

Advisors at this office

295

Advisors at this office

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Charles C

Series 66

New York, NY

Equitable Advisors

Charles Colby is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Sound Point Capital Management and Bienville Capital, along with experience in educational institutions such as Hamilton College and St. Stephen's & St. Agnes School. Equitable Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Timothy D

Series 63, Series 65

New York, NY

Equitable Advisors

Timothy Denis is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at National Life, MML Investors Services, NYLIFE Securities, and CETERA Advisor Networks. He is also involved with TM Consulting Group, Inc., a fixed insurance services firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers advisory programs through Investment Adviser Representatives and third-party asset managers, relying on a model-based approach and ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Cheryl H

ChFC®, Series 63, Series 65

New York, NY

Equitable Advisors

Cheryl Hammer is a financial advisor at Equitable Advisors with 38 years of industry experience. She holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Her prior roles include positions at AXA Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ryan T

Series 66

New York, NY

Equitable Advisors

Ryan Trecozzi is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in New York, NY. He began his advisory career in 2026 and has previous work experience including roles at New York Life and non-financial positions prior to entering the industry. Equitable Advisors serves a broad 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, often implementing advisory models through third-party sponsors and providing ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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John A

Series 66

New York, NY

Equitable Advisors

John Allen is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the restaurant industry, including roles at Elegantes Restaurant and Pizzeria and Bagel and Barista. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through its network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Mykhaylo M

Series 66

New York, NY

Equitable Advisors

Mykhaylo Mosyuk is a financial advisor with Equitable Advisors based in New York, NY. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at 24 Hour Fitness and CUNY Baruch College. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Essam A

Series 66

New York, NY

Equitable Advisors

Essam Alhumoz is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include an internship with Equitable BUCFO and a position at Turo. Equitable Advisors serves a broad 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 combination of proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

David D

Series 66

New York, NY

Equitable Advisors

David Depalma is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, following his time at AXA Advisors. Outside of his advisory role, he is an executor of his mother’s estate and operates as a property and casualty insurance broker through a related business activity. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory platforms and offers ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

David L

Series 63, Series 65

New York, NY

Equitable Advisors

David Libman is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked exclusively within the Equitable Advisors and its predecessor AXA Advisors since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm uses a range of proprietary and third-party investment models and offers ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Sheena Z

Series 66

New York, NY

Equitable Advisors

Sheena Zhang is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Warner Brothers Discovery and Broadway Crew, among others. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Daniel M

Series 66

New York, NY

Equitable Advisors

Daniel Murphy is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work experience includes roles outside the financial industry such as appliance repair and food service. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Drin K

Series 66

New York, NY

Equitable Advisors

Drin Kukaj is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor firm AXA Advisors, LLC. Kukaj serves on the boards of Action for Mothers and Children and Student Sponsor Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs various advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Mateo E

Series 66

New York, NY

Equitable Advisors

Mateo Enferri is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held positions at CUNY, Williamsburg Soccer Club, and a New Events Marketing Firm, among others. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Connor E

Series 66

New York, NY

Equitable Advisors

Connor Esposito is a Series 66 licensed financial advisor with Equitable Advisors in New York, NY, and has five years of industry experience. Prior to joining Equitable Advisors, he worked at ING Financial Services LLC and has held roles at the Whitman School of Management and the Wine Academy. 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 through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Franco M

Series 66

New York, NY

Equitable Advisors

Franco Mazza is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Equitable Advisors, he worked in various roles including positions at S&R Quality Construction, Aero Environmental Services Inc, and Johnstone Supply. He is also involved with Positivo Water LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a risk-based client approach and utilizes a variety of third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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