Scottsdale, AZ N. Scottsdale Road Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,706

Across 976 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

14851 N. Scottsdale Road, Suite 103

Scottsdale AZ 85254

Advisors at this office

56

Advisors at this office

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Tyler E

Series 66

Scottsdale, AZ

Equitable Advisors

Tyler Endersby is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Ryleigh Wealth Management and Northern Arizona University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing various third-party managers and proprietary advisory tools.

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

Samuel G

Series 66

Scottsdale, AZ

Equitable Advisors

Samuel Goulet is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Compass and Colorado Mesa University. Equitable Advisors serves individual clients, pension plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable investment models, utilizing both proprietary and third-party advisory 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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Elizabeth A

Series 63, Series 65

Scottsdale, AZ

Equitable Advisors

Elizabeth Arndt is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes roles at firms such as Sagepoint Financial, Arque Capital, and LPL Financial. She serves as President of the Paradise Valley Villas Homeowner's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its advice through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and asset managers.

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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Natalie K

Series 63, Series 66

Scottsdale, AZ

Equitable Advisors

Natalie Kania is a financial advisor with Equitable Advisors in Scottsdale, AZ. She holds Series 63 and Series 66 licenses and has three years of experience in the industry, including prior roles at The Vanguard Group and a real estate career as a licensed realtor with Sands Realty. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and a variety of investment programs and third-party managers.

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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Cade C

Series 66

Scottsdale, AZ

Equitable Advisors

Cade Clary is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he gained diverse experience across multiple industries, including luxury rentals, retail, education, and moving services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both third-party asset managers and proprietary platforms to deliver 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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Ryan H

Series 66

Scottsdale, AZ

Equitable Advisors

Ryan Harper is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at Axa Advisors, Nicola Imports, and Zoom Video Communications. Harper serves as a trustee for a family living trust and works as a broker for Unum Group's Long Term Disability products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charities. The firm offers a range of investment programs and fiduciary services, utilizing third-party asset managers and endorsed advisory platforms to deliver customized client 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

Autumn R

Series 66

Scottsdale, AZ

Equitable Advisors

Autumn Robidoux is a financial advisor with Equitable Advisors based in Scottsdale, AZ. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial industry, she worked at Texas Roadhouse for several years and has experience studying at Northern Arizona University. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives.

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

Joshua W

Series 63, Series 65

Scottsdale, AZ

Equitable Advisors

Joshua Williams is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Stratosphere Quality, Moffiitt's Wine & Spirits, Pickleman's Gourmet Cafe, and St. Louis University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Alec Y

Series 66

Scottsdale, AZ

Equitable Advisors

Alec Yamauchi is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Hirayama Electric, Perfect Game Baseball, and DoorDash. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a combination of its own advisory representatives and third-party asset managers.

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

Tyler W

Series 66

Scottsdale, AZ

Equitable Advisors

Tyler Whiting is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has worked in various roles including positions at Christ's Church of the Valley and Showtime Painting. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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

Tyler S

Series 66

Scottsdale, AZ

Equitable Advisors

Tyler Stringer is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previous work experience at Handley Precast Systems Inc, Miller Wolman CPAs PLLC, and Grand Canyon University. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

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

Xavier A

Series 66

Scottsdale, AZ

Equitable Advisors

Xavier Almoro Watkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries before joining Equitable Advisors in 2023. Watkins serves as a board member for the nonprofit organization Calling All Men. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models, including third-party program sponsors and discretionary managers, delivering solutions that cover mutual funds, ETFs, separately managed accounts, and selected alternative investments.

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

Sean N

Series 66

Scottsdale, AZ

Equitable Advisors

Sean Norris is a Series 66-licensed financial advisor with Equitable Advisors in Scottsdale, AZ, with two years of industry experience. Prior to joining Equitable Advisors, he worked at TPC Scottsdale and held roles at Arizona State University and InstaCart. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory 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

Jesus R

Series 66

Scottsdale, AZ

Equitable Advisors

Jesus Ramirez is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 credential and previously worked at Healthier Money and in the restaurant industry before joining Equitable Advisors. His outside business activities include involvement in fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of proprietary and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Spiro V

Series 63, Series 65

Scottsdale, AZ

Equitable Advisors

Spiro Valasakos is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Costco Wholesale and Athens Services, as well as a five-year period at Azusa Pacific University. Outside of his advisory work, he is also a sales associate with Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

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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