Joseph John Defusco
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.
- Equitable Advisors, LLCAug 2026 to now
- Fuse MusicSep 2024 to now
- Troon Golf LLCMay 2026 to Jul 2026
- Toast, Inc.Aug 2021 to Jun 2025
- Toddy Brook Golf CourseJun 2020 to Sep 2021
- UnemployedApr 2020 to May 2020
- Independent ContractorFeb 2020 to Apr 2020
- UnemployedAug 2019 to Jan 2020
- Pemberton's Gourmet FoodsMay 2019 to Aug 2019
- Otto's PizzaJun 2018 to Aug 2019
- P&l Home CareMay 2018 to Aug 2018
- UnemployedAug 2017 to Apr 2018
- Pat's PizzaJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8303457
- Firm CRD
- 6627