Connor B Esposito
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Andrew Gillman - Equitable Advisors, LLC.Jan 2023 to now
- Equitable Advisors, LLCJun 2021 to now
- Whitman School of ManagementAug 2020 to May 2021
- Wine AcadmeyJun 2020 to Jan 2021
- Cais CafeMay 2018 to Aug 2020
- Ing Financial Services LLCMay 2018 to Aug 2019
- Syracuse UniverisityAug 2017 to May 2021
- Friends of the Family Learning CenterJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7361421
- Firm CRD
- 6627