Vincenzo Formato
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Gino's PizzeriaJan 2024 to now
- Equitable Advisors, LLC.Jul 2023 to now
- Joes Pizza & PastaMay 2022 to Dec 2023
- Gino's RonkonkomaNov 2021 to May 2022
- Oven Lovin Pizza & HeroesJul 2020 to Nov 2022
- The Harbor Club Wedding VenueDec 2017 to Oct 2020
- Suffolk Count y Community CollegeAug 2017 to Jun 2019
- Gino's RonkonkomaOct 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7787558
- Firm CRD
- 6627