Secaucus, NJ Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,687

Across 972 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

300 Lighting Way, Suite 702

Secaucus NJ 07094

Advisors at this office

37

Advisors at this office

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Brennen G

CFP®, Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Brennen Gerhart is a CFP® professional with 14 years of industry experience, currently serving at Equitable Advisors. His prior roles include positions at Ceros Financial Services, AtCap Partners, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Gerhart Enterprises LLC, an entity established to manage business expenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives, focusing on personalized risk assessment and matching clients with appropriate 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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Kristen A

Series 66

Secaucus, NJ

Equitable Advisors

Kristen Auriemma is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, she held positions at institutions including Steven's Institute of Technology and Landmark Properties. Outside of finance, her background includes work in the food service sector with The Empanada Shop and FM Cafe. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s approach integrates client risk assessment with program models and discretionary managers, utilizing both proprietary and third-party 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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Christopher D

Series 66

Secaucus, NJ

Equitable Advisors

Christopher Diratsouian is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018. Prior to that, he was employed by Axa Advisors, LLC, and he also worked at The College of New Jersey. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services that include firm-offered and third-party advisory programs, focusing on personalizing investment models and fiduciary services.

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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Sean G

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Sean Grimsland is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Equitable Advisors, he held various roles at Hofstra University, including positions in the Accounting Department and the Zarb School of Business Dean's Office. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of investment solutions through a network of representatives, utilizing third-party asset managers and sponsored 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
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Austin C

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Austin Carruthers is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2023, he worked at Homeer and attended Texas Tech University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a range of proprietary and third-party advisory models.

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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Michael W

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Michael Witsberger is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having four years of industry experience. Before joining Equitable Advisors in 2021, he worked in various Broadway productions for six years. Outside of finance, he provides professional musician services as an independent contractor. 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 both firm-offered and third-party advisory models.

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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Justin C

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Justin Carlson is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2011. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models.

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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Jared C

Series 66

Secaucus, NJ

Equitable Advisors

Jared Craig is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at several country clubs and as a student at Penn State University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a variety of advisory models and third-party programs to align investment strategies with client needs.

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

Secaucus, NJ

Equitable Advisors

Ryan Hodgins is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. His prior roles include positions at Celebrate the Children and the University of New Haven. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of investment products and offering ERISA fiduciary services through its 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
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Vincent B

Series 66

Secaucus, NJ

Equitable Advisors

Vincent Badali is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2019, including a brief tenure at Axa Advisors. Prior to his advisory career, he was affiliated with Stevens Institute of Technology. Equitable Advisors serves individual and institutional clients, including retirement plans and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions across various investment vehicles.

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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Matthew F

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Matthew Foster is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Island Federal Credit Union and several short-term positions in various fields. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, including non‑HNW and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers, offering access to 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
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Cooper P

Series 66

Secaucus, NJ

Equitable Advisors

Cooper Pleva is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at Mountain Creek and Trek RetIl Corporation. Outside of his advisory role, Pleva volunteers as a coach with Gear in Action Racing, a nonprofit that assists children with transportation to mountain bike races. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering 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
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Francesco C

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Francesco Catalano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses, and has five years of industry experience. He worked at Lazard for 13 years prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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
user avatar

Robert D

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Robert De George is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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

James S

Series 66

Secaucus, NJ

Equitable Advisors

James Stanton is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has experience working at Ramapo College of New Jersey and New Balance North Jersey. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party 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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