New York, NY 1290 Avenue of the Americas Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

288

Of 4,620 advisors across 968 offices

Location

1290 Avenue of the Americas, 4th Fl

New York NY 10104

Advisors at this office

288

Advisors at this office

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Charles C

Series 66

New York, NY

Equitable Advisors

Charles Colby is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at firms including Sound Point Capital Management and Bienville Capital. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes 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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Timothy D

Series 63, Series 65

New York, NY

Equitable Advisors

Timothy Denis is a financial advisor at Equitable Advisors in New York, NY, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including National Life, MassMutual Life Insurance Company, and New York Life Insurance Co. He also operates TM Consulting Group, Inc., providing fixed insurance services outside of his securities-related work. 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, with a delivery model that emphasizes 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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Cheryl H

ChFC®, Series 63, Series 65

New York, NY

Equitable Advisors

Cheryl Hammer is a financial advisor with Equitable Advisors in Stamford, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Outside of her advisory role, she maintains insurance contracts with Aetna and SunLife. 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, combining advisory and brokerage/insurance channels to tailor services based on 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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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 has been with Equitable Advisors since 2026. Prior to this, his background includes roles at New York Life and work experience at Chick-fil-A. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a significant portion of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 the Series 66 designation and previously worked in the restaurant industry for several years before joining Equitable Advisors. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage 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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Mykhaylo M

Series 66

New York, NY

Equitable Advisors

Mykhaylo Mosyuk is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. His prior work includes roles at 24 Hour Fitness, Auto Zone, Walgreens Co, and CUNY Baruch College. 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 broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on 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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Essam A

Series 66

New York, NY

Equitable Advisors

Essam Alhumoz is a financial advisor at Equitable Advisors based in New York, NY. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Equitable Advisors, he interned with the firm and has experience working at Turo and Bloomingdales. 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 operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

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

Series 66

New York, NY

Equitable Advisors

David Depalma is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor AXA Advisors, where he worked for 12 years. Outside of his advisory role, he is involved in property and casualty insurance brokerage through Periscope Wealth Partners and serves as executor of his mother's estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizons.

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

Series 65, Series 63

New York, NY

Equitable Advisors

David Libman is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015. His prior experience includes a role at AXA Advisors, LLC. from 2015 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)
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Sheena Z

Series 66

New York, NY

Equitable Advisors

Sheena Zhang is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Warner Brothers Discovery and Odity. Zhang studied at Pace University from 2020 to 2024. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering 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 third-party managers 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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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 history includes various roles outside the financial sector, including positions in appliance repair, food service, and university employment. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, 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)
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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 bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, previously affiliated with AXA Advisors, LLC. Kukaj serves on the boards of Action for Mothers and Children and Student Sponsor Partners. 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 range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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, Mateo has held roles in education and marketing, including positions at CUNY and a marketing firm. Outside of finance, he has been involved with the Williamsburg Soccer Club. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory services.

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

Series 66

New York, NY

Equitable Advisors

Connor Esposito is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at ING Financial Services LLC and involvement with the Whitman School of Management and the Wine Academy. 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, often working through LPL-sponsored platforms 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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Franco M

Series 66

New York, NY

Equitable Advisors

Franco Mazza is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at S&R Quality Construction, Aero Environmental Services Inc, and Positivo Water LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through a combination 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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