Rochester, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$41,094,843,456
ClientsTotal clients
71,990
AdvisorsAdvisors at this office
2
Of 4,620 advisors across 967 offices
Location
Rochester NY
Advisors at this office
2
Advisors at this office
Dominick S
Series 66
Rochester, NY
Equitable Advisors
Dominick Scro is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Walmart, Amazon, and several other companies. 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 as both an SEC-registered investment adviser and a broker-dealer, utilizing programs sponsored by LPL and other third-party managers to deliver advisory and brokerage solutions.
Jordan Z
Series 63, Series 65
Rochester, NY
Equitable Advisors
Jordan Zehr is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and has experience outside finance, including roles at Domino's Pizza and as an executor for his parents' estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, delivering solutions primarily through LPL-sponsored programs and endorsed third-party managers.
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