Equitable Advisors, LLC

Investment Advisor
in Shelton, CT

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About this Advisor

Jeffrey Desmarais is a financial advisor working out of Shelton, Connecticut with 2 years of relevant experience. Desmarais works at Equitable Advisors, LLC. Over the course of their career, Desmarais has held roles at Metlife Securities Inc, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Holistic Financial Strategies, LLC, Mml Investor Services, Massachusetts Mutual Life Insurance Company, The Prudential Insurance Company Of America, Pruco Securities LLC and Equitable Advisors LLC. Desmarais maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Connecticut. Equitable Advisors, LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 employees. It has $25 billion in total assets across its 75,222 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 accounts, 42% are held by high-net-worth individuals who have greater than $1 million in investable assets. Equitable Advisors, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of financial services offered. Fee types billed by Equitable Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3 Corporate Drive Suite 212
Shelton, CT 06484

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management


CT Average: $7,464,549,021
Total Number of Employees


CT Average: 88
Total Number of Accounts


CT Average: 3,892
Average Account Size


CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Desmarais Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Equitable Advisors LLC

2019 - 2021 (2 years)

The Prudential Insurance Company Of America

2019 - 2021 (2 years)

Pruco Securities LLC

2018 - 2019 (1 year)

Mml Investor Services

2018 - 2019 (1 year)

Massachusetts Mutual Life Insurance Company

2017 - 2018 (1 year)

Holistic Financial Strategies, LLC

2015 - 2018 (3 years)

New York Life Insurance Company

2015 - 2018 (3 years)

Nylife Securities LLC

2015 - 2018 (3 years)

Eagle Strategies LLC

2013 - 2015 (2 years)

Metlife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jeffrey Desmarais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Delawar Roashan
New York, NY
Kaden Adams
Andover, KS
Alex Osmond
Golden, CO
Clay Knuth
Tampa, FL
David Mebs
Conshohocken, PA
Manuel Raposo-Rosa
San Juan, PR
Steven South
Selma, AL
Gerald Grant
Falls Church, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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