Wall, NJ Highway 34 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

1967 Highway 34, Building C, Suite 201

Wall NJ 07719

Advisors at this office

46

Advisors at this office

user avatar

Jason R

Series 63, Series 66

Wall, NJ

Equitable Advisors

Jason Ritter is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Axa Advisors, LLC. Outside of advisory services, he is involved with Professional Group Plans, Inc., a health insurance business. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory solutions, offering services across 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

Anthony P

Series 66

Wall, NJ

Equitable Advisors

Anthony Pecoraro is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. 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 through a network of Investment Adviser Representatives and third-party program referrals.

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 C

Series 63, Series 65

Wall, NJ

Equitable Advisors

Michael Cantin is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm Axa Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and combines firm-offered and third-party advisory programs to tailor solutions based on client needs and risk tolerance.

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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Andrew M

Series 66

Wall, NJ

Equitable Advisors

Andrew Mcdowell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Jumping Brook Country Club and Il Posto. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver tailored 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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Michael D

Series 66

Wall, NJ

Equitable Advisors

Michael Deliso is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Equitable Advisors since 2019, following five years at Morgan Stanley. 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 asset management through a network of Investment Adviser Representatives, utilizing third-party advisory programs and discretionary management 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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Robert M

Series 66

Wall, NJ

Equitable Advisors

Robert Mcneill Jr. is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2010, including its predecessor entity Axa Advisors. Outside his advisory role, he is involved in healthcare insurance services through Medicare and coordinates disability and long-term care insurance agreements with multiple providers. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party advisory models and 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

Joseph G

Series 63, Series 66

Wall, NJ

Equitable Advisors

Joseph Giles is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, charitable organizations, and 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 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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Ethan D

CFP®, Series 66

Wall, NJ

Equitable Advisors

Ethan Dzenis is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Equitable Advisors. His background includes roles at Partners Admin, LLC and prior work in education and club management. Outside of finance, he has held positions at San Diego State University, Spring Lake Golf Club, and Manasquan High School. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers to deliver personalized 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

John D

Series 63, Series 65

Wall, NJ

Equitable Advisors

John Deliso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory duties, Deliso serves as a trustee and board member for the Bayshore Medical Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm utilizes various advisory models and third-party managers, offering a range of investment options including mutual funds, ETFs, and 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

Lindsay C

Series 66

Wall, NJ

Equitable Advisors

Lindsay Cusick is a financial advisor at Equitable Advisors with a Series 66 designation and 15 years of industry experience. She has worked at Equitable Advisors and its predecessor, AxA Advisors, since 2010. 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. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and 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

Thomas Q

Series 66

Wall, NJ

Equitable Advisors

Thomas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of financial advising, he owns and operates Expressive Image Photography, a business active since 1992. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments, with a focus on fiduciary services for 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

Jonathan D

Series 66

Wall, NJ

Equitable Advisors

Jonathan Deliso is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides 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

Nicholas M

Series 63, Series 65

Wall, NJ

Equitable Advisors

Nicholas Mills is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Equitable Advisors since 2004, following a tenure at Axa Advisors, LLC. Outside of his advisory work, Mills serves as a board member of the Manasquan River Marlin and Tuna Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to offer a range of advisory models and investment products.

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

George K

Series 66

Wall, NJ

Equitable Advisors

George Kachmar IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, accumulating over 19 years at the firm. Outside of his advisory role, he is a member of the Shore Business Networking Group in Belmar, NJ, participating as a resource for referrals. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered 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

Douglas B

Series 63, Series 66

Wall, NJ

Equitable Advisors

Douglas Ballard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously spent two years at Merrill. Outside of financial advising, Ballard serves as President of the West Virginia University Foundation, where he leads board meetings and oversees chapter activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers, offering solutions across 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
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