We are thrilled to showcase Daniel Fleisher who spoke at the AdvisorHub Summit about how Equitable Advisors supports a powerful engine for organic growth. The summit, held in New York City, gathered advisors from across the nation to hear from various industry leaders. We are proud to have an advisor represent us at such a respected industry event. Check out more in this article: https://bit.ly/3ZvVf6A
About us
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. 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-6372152.1 (3/24) (Exp. 3/26)
- Website
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https://equitable.com/about-us/careers/equitable-advisors
External link for Equitable Advisors
- Industry
- Financial Services
- Company size
- 5,001-10,000 employees
- Type
- Privately Held
Employees at Equitable Advisors
Updates
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Equitable Advisors is honored to have received the Highest Average Overall Score from AdvisorHub, recognizing us for our growth, scale, and professionalism. We extend our gratitude to David Karr, our Chairman, for accepting this prestigious award on our behalf at the event in NYC. This accolade is determined by averaging the net scores of each of the 1,000 finalists by firm. We are incredibly proud of our advisors nationwide for their hard work and unwavering dedication to their clients. #EquitableAdvisors
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Take a listen to Crushing It this week to hear James P. Mellin, ChFC, CLU speak with Natasha Daniels about how she turned challenges into opportunities. Daniels shares about opportunity, how to build a successful career, and empower others. Her dedication to her clients and her vision for making a difference is truly incredible. They talked about the importance of mentorship, the role of community, and how she is using her experiences to inspire those around her. It’s a must-listen conversation about purpose, perseverance, and impact. #CrushingIt #EquitableAdvisors Link to Episode: https://bit.ly/3YTftqu
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Tune into Crushing It this week to hear James P. Mellin, ChFC, CLU chat with Karan Chainani who is from our Atlanta office! Chainani’s path is filled with powerful lessons on resilience, mentorship and building strong relationships. His insights into overcoming challenges and his forward-looking vision offer inspiration for anyone aiming to grow in their career or leadership. #CrushingIt #EquitableAdvisors Link to Episode: https://bit.ly/3YTftqu
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Equitable Advisors is excited to announce that David Karr, Chairman of Equitable Advisors, has been named a finalist for the 2024 Think Advisor Luminaries Award. This prestigious award celebrates exceptional leadership, innovative achievements, and significant community contributions by both firms and individuals. David Karr is being honored for his role in advancing the firm’s supported independence model and the growth of Equitable Advisors' stand-alone wealth management division. Congratulations to David Karr! Link to article: https://bit.ly/4hxACh9
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Salute to all the veterans today. Your courage and commitment inspire us daily! #VeteransDay
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Equitable Advisors is thrilled to have sponsored the InvestmentNews Women Advisors Summit in NYC! Jody D'Agostini, CFP®, CDFA™, RICP, one of our experienced advisors, and Tracy Ann Shaw, Ph.D., Head of Client Engagement at Equitable, lead a fascinating panel where many of our female advisors were in attendance. We are honored to have been a part of this event and champion women on in the financial industry. #EquitableAdvisors
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Tune in this week to Crushing It to hear James P. Mellin, ChFC, CLU chatting with Steven Fortino, DBA, CFP®, ChFC® about his journey through the power of resilience, family support, and bold choices. Fortino gives insights into his early days in New Jersey all the way through Colorado to now living in Florida. He is all about embracing opportunity and building a lasting impact. #EquitableAdvisors #CrushingIt Link to listen: https://bit.ly/3YTftqu
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We are thrilled to share Philip Kim's, CFP®, ChFC®, CLU®, RICP®, CRES insightful conversation with AdvisorHub about being a financial advisor with Equitable Advisors. He has had an extensive career here and is a prime example of how supported independence can work for your practice. Read more about it here: https://bit.ly/4euUbVi
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