St. Louis, MO Old Frontenac Square Office
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Equitable Advisors
Institution
Firm-wide stats for Equitable Advisors
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
Based on Equitable Advisors
Location
731 Old Frontenac Square
St. Louis MO 63131
Advisors at this office
3
Advisors at this office
Mark H
CFP®, Series 63, Series 66
St. Louis, MO
Equitable Advisors
Mark Hannah is a CFP® professional with 29 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC, overlapping with his tenure at Equitable. Outside of his advisory role, Hannah is involved with Washington University as co-chair for alumni activities and serves on the board and marketing committee of Rohan Woods School in St. Louis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and corporate clients. The firm’s approach includes matching clients to various advisory program models and third-party asset managers, with a service offering that spans mutual funds, ETFs, separately managed accounts, and select alternative investments.
James M
Series 66
St. Louis, MO
Equitable Advisors
James Mc Leod is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026 and has no prior industry experience. His work background includes roles outside finance, such as engagements at World Wide Technology Raceway and Saint Louis University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.
Tesia S
Series 66
St. Louis, MO
Equitable Advisors
Tesia Sockow is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Commerce Bank. Outside of her advising role, she is involved with Sunset Overlook in Columbia, IL. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models and discretionary managers, utilizing both proprietary and third-party asset management solutions.
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