Nutley, NJ Franklin Avenue Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 977 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

356 Franklin Avenue

Nutley NJ 07110

Advisors at this office

4

Advisors at this office

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Michael C

Series 66

Nutley, NJ

Equitable Advisors

Michael Cocco is a Series 66-licensed financial advisor at Equitable Advisors with 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. He serves as a board member of the Penn State Alumni Association and the Montclair Public Library Foundation, contributing to charitable and community programming efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party asset managers and proprietary programs, to tailor investment solutions for a wide range of client needs.

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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Michael E

Series 66

Nutley, NJ

Equitable Advisors

Michael Errichiello is a financial advisor with Equitable Advisors in Nutley, NJ, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and Axa Advisors LLC. Outside of his advisory work, he serves as a part-time fire inspector and firefighter, holds the treasurer position for the Lyndhurst Volunteer Fire Department, and is involved with fire prevention and emergency response organizations in New Jersey. 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 model-based approach to client portfolios, utilizing third-party asset managers and advisory programs alongside select proprietary options.

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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Daniel C

Series 66

Nutley, NJ

Equitable Advisors

Daniel Cocco is a financial advisor with Equitable Advisors in Nutley, NJ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Axa Advisors, Slalom Consulting, and Ernst & Young LLP. In addition to his advisory role, he serves as Operations Manager at Beacon Wealth Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a mix of in-house and third-party advisory programs to deliver tailored 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

Salvatore C

Series 63, Series 65

Nutley, NJ

Equitable Advisors

Salvatore Cocco Jr. is a financial advisor with Equitable Advisors in Nutley, NJ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. He serves on several nonprofit boards, including the Michael Geltrude Foundation and the 1st Cerebral Palsy Center of NJ. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party 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
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