Woodland Hills, CA Canoga Avenue Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 976 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

6300 Canoga Avenue, Suite 1600

Woodland Hills CA 91367

Advisors at this office

20

Advisors at this office

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Joanne C

Series 66

Woodland Hills, CA

Equitable Advisors

Joanne Crowley is a Series 66-licensed financial advisor with Equitable Advisors, where she has worked for 15 years. Her industry experience also includes nine years at Axa Advisors, LLC. She serves as a trustee for an immediate family member’s trust and holds conditional approval as a task force member with the Simi Valley YMCA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a client-focused approach that matches investment models or discretionary managers to clients’ risk profiles and offers a range of third-party and proprietary 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
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Tejas R

Series 66

Woodland Hills, CA

Equitable Advisors

Tejas Rao is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He also has experience working at Calamigos Guest Ranch and Beach Club and has an educational background from the University of California, Riverside. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset-management programs. The firm uses a variety of advisory models implemented through third parties and provides ERISA fiduciary services without sponsoring its own wrap fee program.

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 Z

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Andrew Ziskin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. His activities include serving as co-trustee and successor trustee on several family insurance and trust arrangements, and participation in life settlements through an approved vendor. 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 offers a range of advisory programs and works with third-party asset managers and LPL-sponsored programs to implement client investment strategies.

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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Mia C

Series 66

Woodland Hills, CA

Equitable Advisors

Mia Coomes is a financial advisor with Equitable Advisors in Woodland Hills, CA. She holds a Series 66 designation and has one year of experience in the industry. Outside of her advisory role, she has been involved with City Volleyball Club for two years and has a diverse work history spanning several organizations and community activities. Equitable Advisors serves a broad client base including individuals, pension 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 third-party advisory models and providing 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
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Anthony B

Series 66

Woodland Hills, CA

Equitable Advisors

Anthony Benedicto is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, with prior experience at Axa Advisors, LLC. Outside of advising, he served as a contingent power of attorney for his parents. 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 offers advice through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs to implement client 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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Robert S

Series 66

Woodland Hills, CA

Equitable Advisors

Robert Stenzel is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010 and previously with Axa Advisors, LLC. His other business activities include serving as co-trustee of a family trust and as an estate administrator. Equitable Advisors serves a broad 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 through various advisory models and third-party 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
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Lucy V

Series 63, Series 66

Woodland Hills, CA

Equitable Advisors

Lucy Viado is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Copper Financial, Edward Jones, Viado Insurance & Financial Services, and AllState Insurance Company. Outside of her advisory role, she serves as CEO and President of the LVFS Education Foundation, a nonprofit focused on promoting financial literacy, and volunteers with Junior Achievement to provide financial education to nonprofit organizations. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and employs a range of third-party advisory models and asset management 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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Derek G

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Derek Giacomazzi is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with AXA Advisors. Outside of his advisory role, he serves as a board member of CallOnJesus.com and is part of the Eternity Sports Advisory Team. 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 utilizes a variety of advisory models and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

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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Armin J

Series 66

Woodland Hills, CA

Equitable Advisors

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors in 2025, Janani has worked in various roles including in real estate sales with Royas Realty, car rental management as a Turo Vehicle Host, and customer service in the restaurant industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers and programs to deliver its 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
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Robert S

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Robert Sall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved as a fixed life settlement broker with Ashar Group LLC and serves as a trustee of a personal family trust. 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 delivers its services through a network of Investment Adviser Representatives, offering both proprietary and third-party advisory programs tailored to client risk tolerance and investment goals.

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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Yvonne R

Series 63

Woodland Hills, CA

Equitable Advisors

Yvonne Redmond is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Equitable Advisors since 2024, following long tenures at LPL Financial and Kinecta Financial & Insurance Services. Redmond also operates as an independent agent in outside fixed insurance sales. 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 diverse asset-management programs, 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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Allan F

Series 66

Woodland Hills, CA

Equitable Advisors

Allan Farhit is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, he operates a business focused on medical and dental insurance and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a range of third-party advisory programs and implements investment strategies using 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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Gary H

CFP®, Series 66

Woodland Hills, CA

Equitable Advisors

Gary Hersch is a CFP® with 20 years of industry experience, currently affiliated with Equitable Advisors. His prior experience includes roles at Valic Financial Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Chefworx Instruments, where he builds guitars and other stringed instruments by hand. 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 models and third-party managers 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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Evan P

Series 66

Woodland Hills, CA

Equitable Advisors

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a volunteer tennis coach and holds leadership positions on the Chatsworth High School Site Council and PTSA, as well as serving on the board of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm’s approach involves matching clients to 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

Emil B

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Emil Babayans is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following his work with Axa Advisors. He is involved in an outside fixed business under the DBA Emil Babayans and Associates. 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 combination of in-house and third-party 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
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