Saddle Brook, NJ Pehle Avenue Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

30

Of 4,620 advisors across 968 offices

Location

250 Pehle Avenue, Suite 300 Park 80 W Plaza 2

Saddle Brook NJ 07663

Advisors at this office

30

Advisors at this office

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Seong H

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Seong Hahn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at PNC Investments for 19 years. Outside of his advisory role, he owns a home care service business in Westwood, NJ. 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 variety of third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Joseph Saccomanno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Equitable Advisors, including its prior iteration as AXA Advisors, since 2009. 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 as both an SEC-registered investment adviser and broker-dealer.

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

Series 66

Saddle Brook, NJ

Equitable Advisors

Mirella Arias Soto is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual, William Paterson University, and Sax LLP. Outside of her advisory role, she serves as Vice President of Membership for Prospanica NJ. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, utilizing a model that heavily involves LPL-sponsored programs and 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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Edgar L

Series 66

Saddle Brook, NJ

Equitable Advisors

Edgar Lee is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC until 2020. Outside of his advisory role, Lee is involved in healthcare-related business activities, including work with a general agency for health care and insurance brokerage. 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 managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels 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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Jongwook K

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Jongwook Kim is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ 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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Jutta K

Series 65, Series 66

Saddle Brook, NJ

Equitable Advisors

Jutta Kaiser is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, 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 program sponsors and 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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Hyungku H

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Hyungku Her is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Equitable Advisors since 2001, including time at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities. 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 operates a hybrid advisory and brokerage model, tailoring services through a documented client intake process and offering both discretionary and non-discretionary investment management.

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

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. His other business activities include involvement with health insurance entities such as Oxford Health Blue Cross Blue Shield and United Health. 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 operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions 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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Michael B

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Michael Buccolo is a financial advisor with Equitable Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 advisory and brokerage/insurance channels tailored to 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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Terrence K

Series 63, Series 66

Saddle Brook, NJ

Equitable Advisors

Terrence Klein is a financial advisor with Equitable Advisors in Ridgewood, NJ, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, 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 LPL programs and a variety of third-party asset managers. The firm uses a client intake process to tailor services based on goals, risk tolerance, and time horizon, and operates a hybrid referral and implementation model that leverages external program sponsors and allows certain advisors to act as portfolio strategists.

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

Series 66

Saddle Brook, NJ

Equitable Advisors

Eric Schwartz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he has been involved with UAAD Hanabonim of Queens for 25 years. 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. The firm employs a hybrid referral and implementation model, utilizing external platforms such as LPL and TAMPs to deliver advisory and brokerage services.

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

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Hugo Carvajal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at MML Investor Services and MassMutual from 2008 to 2024. Outside of his advisory role, Carvajal serves as an officer for St. Michael's Basketball Association and Letip of Clifton, and he owns The Gemini and Scorpio Group 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Saddle Brook, NJ

Equitable Advisors

Christopher Hormaza is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of experience with the firm. His prior work history includes roles at Blinds To Go, AT&T, and T-Mobile. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through LPL-sponsored programs and multiple 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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James Z

Series 66

Saddle Brook, NJ

Equitable Advisors

James Zimmermann is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked at Edward Jones and operated a law office under his own name. Outside of finance, he has worked as a delivery driver for InstaCart. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Arnaz Maneckshana is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. His other business activity includes an outside insurance contract. 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 channels to implement client recommendations.

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