Philadelphia, PA Office
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Equitable Advisors
Institution
Firm-wide stats for Equitable Advisors
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
Based on Equitable Advisors
Location
Philadelphia PA
Advisors at this office
3
Advisors at this office
Susan B
Series 66
Philadelphia, PA
Equitable Advisors
Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and prior to that was associated with Axa Advisors, LLC. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes client risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.
Ryan M
Series 66
Philadelphia, PA
Equitable Advisors
Ryan Maguire is a Series 66-registered financial advisor with Equitable Advisors in Philadelphia, PA, possessing five years of industry experience. His career includes roles at the Small Business Growth Alliance from 2013 to 2020 before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, corporate and institutional clients, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses various advisory models and third-party managers, offering a range of investment options and ERISA fiduciary services through credentialed advisers.
Shane C
Series 66
Philadelphia, PA
Equitable Advisors
Shane Cameron is a financial advisor at Equitable Advisors in Philadelphia, PA, holding a Series 66 designation with eight years of industry experience. He previously worked at Bryn Mawr Trust and AXA Advisor, LLC before joining Equitable Advisors. Cameron also operates the business Firstrust Financial Resources outside of his advisory role. Equitable Advisors serves individual and institutional clients, including non‑high-net-worth and high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs primarily through third-party managers and advisory platforms.
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