New York, NY Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,687

Across 972 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

New York NY

Advisors at this office

4

Advisors at this office

user avatar

Machiko I

Series 63, Series 65

New York, NY

Equitable Advisors

Machiko Izawa is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 1999. Outside of her advisory role, she is involved with ONESTAGE INC. and holds various outside insurance appointments, including AARP UHC Medicare Health Plans. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized client assessment and utilizes both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

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 66

New York, NY

Equitable Advisors

David Lopez is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates Wontanara Productions LLC, a production company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party managers, delivering services 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

Julius R

Series 63, Series 65

New York, NY

Equitable Advisors

Julius Robinson Jr. is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. He serves on a CFP Advisory Council. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary solutions, focusing on personalized risk assessment and portfolio management.

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

Cynthia M

ChFC®, Series 63, Series 65

New York, NY

Equitable Advisors

Cynthia Meyer is a ChFC® credentialed financial advisor with Equitable Advisors in New York, NY, with 32 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with AXA Advisors for a portion of that time. Outside of her advisory work, Cynthia trains and represents Canada in athletic competitions and serves as an election day poll worker. 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. The firm’s approach involves assessing client risk tolerance and matching them with program models or discretionary managers, using both proprietary and third-party 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
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