Port St Lucie, FL Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

6

Of 4,620 advisors across 968 offices

Location

10815 SW Tradition Square

Port St Lucie FL 34987

Advisors at this office

6

Advisors at this office

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Michael C

Series 66

Port St Lucie, FL

Equitable Advisors

Michael Caracciolo is a financial advisor with Equitable Advisors in Port St. Lucie, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors and Quintiles. Outside of his advisory work, he serves as a head coach for a competitive youth soccer club. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

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

Series 63, Series 65

Port St Lucie, FL

Equitable Advisors

Alfred Soricelli Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including prior affiliation with AXA Advisors, LLC. 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, utilizing a delivery model that incorporates LPL-sponsored programs and a variety of endorsed third-party managers.

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

Series 66

Port St Lucie, FL

Equitable Advisors

Mark Rolnick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance sales through various fixed companies under the DBA Private Client Group. 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 that combines advisory and brokerage 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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Kristina G

ChFC®, Series 66, Series 63

Port St Lucie, FL

Equitable Advisors

Kristina Garrison is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds the ChFC® designation as well as Series 66 and Series 63 licenses. Prior to joining Equitable Advisors in 2025, she worked at American Portfolios Financial Services from 2011 to 2024 and briefly at TBC Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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, leveraging LPL-sponsored programs and various 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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Angel B

Series 66

Port St Lucie, FL

Equitable Advisors

Angel Berlanga Rodriguez is a Series 66-licensed financial advisor with Equitable Advisors, based in Port St Lucie, FL. He has three years of industry experience, including prior roles in education and retail. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage services tailored to 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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Evangeline B

Series 66

Port St Lucie, FL

Equitable Advisors

Evangeline Bruhn is a financial advisor with Equitable Advisors in Fort Pierce, FL, holding a Series 66 designation and 23 years of industry experience. She has worked with Equitable Advisors since 2002 and previously with Axa Advisors. In addition to her advisory role, she is president of Evangeline Grissom Bruhn CPA Inc., providing accounting and tax services, and serves as a board member of the Building Officials Association of the Treasure Coast. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party 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)
View complete list of advisors at this office
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