Williamsville, NY Essjay Road 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

350 Essjay Road, Suite 300

Williamsville NY 14221

Advisors at this office

105

Advisors at this office

user avatar

Scott J

Series 63, Series 66

Williamsville, NY

Equitable Advisors

Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2004 and served in the U.S. Air Force Reserve from 1992 to 2021. 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 range of advisory models, including third-party programs and discretionary management, and offers ERISA fiduciary services through credentialed 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
user avatar

Jason B

Series 66

Williamsville, NY

Equitable Advisors

Jason Bridge is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2021, he worked for Upstate New York Transplant Services for sixteen years. 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 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
user avatar

Linda B

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Linda Banks is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Equitable Advisors since 2011, previously working with Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers both proprietary programs and referrals to third-party asset 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
user avatar

Ryan H

Series 63, Series 66

Williamsville, NY

Equitable Advisors

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. 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 various asset-management programs, leveraging 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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Morgan T

Series 66

Williamsville, NY

Equitable Advisors

Morgan Tanski is a financial advisor at Equitable Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2020, Morgan worked at Axa Advisors and has also held roles at Niagara University and the University of New Hampshire. Morgan serves as Treasurer of CEPA Gallery, providing consulting on balance sheets and assisting with fundraising efforts. 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 asset-management programs through Investment Adviser Representatives, using a combination of proprietary and third-party advisory 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 W

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Nicholas Wojnar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors. Equitable Advisors serves a broad client base including individuals, 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 and third-party asset 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
user avatar

Andrew G

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Andrew Gradolph is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2023, he held various roles including positions at Buffalo State University and Gannon University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm’s approach involves matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party solutions, including mutual funds, ETFs, separately managed accounts, 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

Sarah C

Series 66

Williamsville, NY

Equitable Advisors

Sarah Cirillo is a financial advisor with Equitable Advisors holding a Series 66 credential and has two years of industry experience. Her background includes roles at Agricultural Products Extension LLC and Maxim Management Services, as well as operating Zoe Restaurant in 2023. 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 programs. The firm utilizes both proprietary and third-party advisory programs and offers fiduciary services to qualified plans through credentialed 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
user avatar

Ryan M

Series 63, Series 66

Williamsville, NY

Equitable Advisors

Ryan Matthews is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he was with Axa Advisors, LLC for two years and attended the University of Pittsburgh from 2014 to 2018. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, often implemented through third-party asset managers and advisory platforms, and provides 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

Massimo C

Series 66

Williamsville, NY

Equitable Advisors

Massimo Cimato is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he worked at National Fuel Gas Corporation and Capital Abstract Company. He serves as a board member of the Buffalo Curling Club and is a Public Notary in Erie County. 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 delivered through its network of Investment Adviser Representatives and partners with third-party asset managers and LPL-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
user avatar

Donald H

Series 66

Williamsville, NY

Equitable Advisors

Donald Halicki is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2002, including its predecessor firm Axa Advisors. Halicki serves as a board member on the West Seneca Schools Finance Academy advisory board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs and fiduciary services, 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

Melissa D

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Melissa D'Agostino is a financial advisor at Equitable Advisors with 23 years of industry experience. She has held roles at Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. She holds the Series 63 and Series 65 licenses. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad 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
user avatar

John H

Series 63, Series 65

Williamsville, NY

Equitable Advisors

John Hartman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Equitable Advisors since 2011, following a tenure at AxA Advisors. Hartman serves as a board member of Urban Roots Garden Coop, a nonprofit organization based in Buffalo, NY. 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 delivers its services through a network of Investment Adviser Representatives, utilizing a range of advisory models and third-party asset management 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

Braeden K

Series 66

Williamsville, NY

Equitable Advisors

Braeden Krzesinski is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes roles at Leaf Filter, Dicks Sporting Goods, and Lawley Insurance, among others. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset 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
user avatar

Trey S

Series 66

Williamsville, NY

Equitable Advisors

Trey Stayton is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Roots Tree Service, the University of Buffalo, Wendy's, and Susquehanna Valley Junior & High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing 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, utilizing a range of 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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