Company intelligence
Equitable Advisors
Leading with insight, guiding with empathy
About Equitable Advisors
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to socialmedia@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
Verified activity
Signals from Equitable Advisors
22 published signals
People
Equitable Advisors published an article by Gregg LaSpisa, CLU, President of the Pacific Complex, discussing how a thoughtful transition between two advisors created continuity for clients and prepared the next generation to carry a legacy forward.
Reported by Equitable Advisors
Presence & Recognition
Equitable Advisors hosted a Yankees vs. Red Sox game and leadership discussions at the Northern Complex VP Campaign in New York.
Reported by Kelly DeMay
People
Equitable Advisors is committed to helping financial professionals grow their practices, develop their teams, and achieve their long-term goals.
Reported by Michael Hanson
Research & Knowledge
Equitable Advisors published an article introducing the 530A accounts, also known as Trump accounts.
Reported by Paul E. Desruisseaux CFP®
People
Equitable Advisors welcomed Kevin Linn as a new contracted Associate to the Retirement Benefits Group team.
Reported by Kevin Sullivan
Presence & Recognition
Equitable Advisors CFP Jody D'Agostini was recognized by AdvisorHub's Advisors to Watch list for being selected as one of the 400 Advisors Under $1 Billion Advisors to Watch.
Reported by Equitable Advisors
Presence & Recognition
Equitable Advisors released the newest Overtime Earnings Podcast episode available online.
Reported by Greg Foster
People
Equitable Advisors opened a new position for a Complex Technology Lead in the Mid-Atlantic Complex.
Reported by Laura J. Brown, MBA, SHRM-CP
Presence & Recognition
Equitable Advisors celebrated Aidan Brusey, Forrest Demetri, and Max Steiger on earning their Rising Star Awards
Reported by Justin Kaplan, CFP®, RICP®
People
Equitable Advisors introduced Becca Short as the new Office Coordinator for the Walnut Creek office.
Reported by David Carroll
People
Equitable Advisors published insights from Chairman and President of Advice and Wealth Management on building a thriving team
Reported by Equitable Advisors
People
Equitable Advisors shared an article by Tammy Butts detailing how mentorship, development, and support helped advisor Wendy Baum build a thriving practice and expand her impact.
Reported by Anthony Sages
People
Equitable Advisors shared an article by Tammy Butts detailing how mentorship, development, and support helped advisor Wendy Baum build a thriving practice and expand her impact.
Reported by Christopher Barber
Presence & Recognition
Equitable Advisors hosted a Pride event in the books next year at Jersey City.
Reported by Stephen Peters Blazejewski, CFP®
Presence & Recognition
Equitable Advisors featured James P. Mellin, ChFC, CLU Mellin, on the latest Crushing It episode discussing Markus De Jesus after nearly a decade in the industry.
Reported by Equitable Advisors
People
Equitable Advisors employee Lucas Sam earned the Wealth Planning Fiduciary credential through the Wharton Wealth Planning Fiduciary Program in partnership with the Wharton Aresty Institute of Executive Education.
Reported by Lucas Sam
Presence & Recognition
Equitable Advisors is hosting a recruiting VIP meeting to connect experienced advisors with senior leadership and explore the supported independence model.
Reported by Jason Brown
Presence & Recognition
Equitable Advisors employee Grahm Porozni was recognized by AdvisorHub's Advisors to Watch list for being an Advisor to Watch.
Reported by Equitable Advisors
People
Equitable Advisors welcomed James Stout as the newest member of the team of Financial Professionals.
Reported by Matthew J. Rizzo
People
Equitable Advisors welcomed David Lyle, CFP® as one of the 1,000 Columbia-trained holistic financial coaches across the firm.
Reported by David Lyle, CFP®
People
Equitable Advisors welcomed James Stout as the newest member of the team of Financial Professionals.
Reported by Brandy Mickens
Presence & Recognition
Equitable Advisors announced that Anthony Montufar will be joined by Liam Hanlon on Tuesday, September 1st at 1pm ET to discuss how Equitable Advisors decided to partner with Jump - Advisor AI
Reported by Anthony Montufar