St. Petersburg, FL Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 967 offices

Location

St. Petersburg FL

Advisors at this office

2

Advisors at this office

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Ted S

Series 63, Series 65

Saint Petersburg, FL

Equitable Advisors

Ted Soltys Jr. is a financial advisor with Equitable Advisors in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as executor and power of attorney for his parents' living trust and as co-trustee for his wife's trust. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels and emphasizes tailored client service based on documented 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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Aidan O

Series 66

St. Petersburg, FL

Equitable Advisors

Aidan O'dowd is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing two years of industry experience. Prior to his current role, he has worked in various positions including store associate at DICK'S Sporting Goods and lead web developer at O'Barra, LLC, where he holds a 50% ownership interest. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. 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 a broker-dealer.

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