North Charleston, SC Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

4

Of 4,620 advisors across 967 offices

Location

4900 O Hear Ave, Suite 100 #108

North Charleston SC 29405

Advisors at this office

4

Advisors at this office

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Sean D

Series 66

North Charleston, SC

Equitable Advisors

Sean Delaunay is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and 1 year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including the restaurant industry and in education. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers to provide 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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Michael R

Series 66

North Charleston, SC

Equitable Advisors

Michael Roy II is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2010. Outside of his advisory role, he owns Meek Ventures, LLC and RNF Customs, 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 range of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels and tailoring 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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Ryan C

Series 66

North Charleston, SC

Equitable Advisors

Ryan Coughlan is a financial advisor with Equitable Advisors in North Charleston, SC. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Russell Reynolds Associates and Cathartes and was involved with the Wake Forest University Basketball Club and Wake Forest University. 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 through multiple platform sponsors and program managers.

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

Series 66

North Charleston, SC

Equitable Advisors

Ellen Brankovich is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and is based in North Charleston, SC. Prior to joining Equitable Advisors, her background includes roles in various sectors such as education and retail. 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 channels tailored through a structured client intake process.

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