Troy, MI Troy Center Drive Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 977 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

2701 Troy Center Drive, Suite 410

Troy MI 48084

Advisors at this office

6

Advisors at this office

user avatar

Jordan C

Series 66

Troy, MI

Equitable Advisors

Jordan Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, following a tenure at Axa Advisors, LLC, and also serves in a health insurance advisory role at Cornerstone Benefit Plans, Inc. outside of his primary advisory work. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers ERISA fiduciary services to qualified plans.

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

Nathan S

Series 66

Troy, MI

Equitable Advisors

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Cintas and Northwood University, and he has a long-term association with Meadowbrook Country Club. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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

Jason C

Series 66

Troy, MI

Equitable Advisors

Jason Ciaramitaro is a Series 66-registered financial advisor with 20 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans as an agent providing group insurance and welfare benefits and owns a consulting business, Taro Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models and third-party asset managers, providing a range of investment options 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
user avatar

James V

Series 66

Troy, MI

Equitable Advisors

James Vanek is a financial advisor with Equitable Advisors in Troy, Michigan, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2016 and previously with Axa Advisors, LLC from 2016 to 2020. Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. 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 programs and third-party asset managers, focusing on tailored investment solutions based on client risk tolerance and personal information.

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

Jerome C

Series 63, Series 65

Troy, MI

Equitable Advisors

Jerome Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is president and owner of Cornerstone Benefit Plans, Inc., where he consults on employer-sponsored benefit programs, and serves as a delegate for the Oakland Township Republican Party. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers access to various advisory programs and third-party asset managers, focusing on aligning client goals with appropriate program 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
user avatar

David T

Series 66

Troy, MI

Equitable Advisors

David Trimble is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, previously associated with Axa Advisors. Outside of his advisory work, he provides simple wills for friends and family on a volunteer basis as an attorney. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to suitable program models or discretionary managers, 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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