Stephen
Cutillo

Equitable Advisors, LLC

CRD#6009281
Investment Advisor
in Kahului, HI

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About this Advisor

Stephen Cutillo is a financial advisor working in Kahului, Hawaii, with a total of 12 years of financial industry experience. Cutillo is an advisor for Equitable Advisors, LLC. Over the course of their career, they have held roles at West Maui Parasal, Kapalua Land Co, Axa-Advisors, LLC and Equitable Advisors, LLC. Cutillo holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Hawaii. Equitable Advisors, LLC is a registered investment company based in Kahului, Hawaii. The firm has offices in 827 locations and a total of 5,718 employees. It administers $19 billion in total assets among its 57,376 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 142 charitable organizations. Of its 57,376 accounts, 40% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a wide array 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. Financial management fees typically are based on which service is offered. However, fee types charged by Equitable Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

358 Papa Place Suite C-2
Kahului, HI 96732

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$18,711,893,417

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

5,718

HI Average: 88
Total Number of Accounts

57,376

HI Average: 3,892
Average Account Size

$326,128

HI Average: $1,917,921

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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

Stephen Cutillo Work History

Stephen has 12 years of experience.

2012 - Present (9 years)

Equitable Advisors, LLC

2012 - 2020 (8 years)

Axa-Advisors, LLC

2010 - 2011 (1 year)

Kapalua Land Co

2008 - 2012 (4 years)

West Maui Parasal

Disclosures

Stephen Cutillo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Equitable Advisors, LLC

Steven Marin
New York, NY
Jonathan Gerschman
Columbus, OH
Paul Steger
Oak Brook, IL
Xavier Mendoza
San Diego, CA
John Plumley
Milwaukee, WI
Richard Fromdahl
Scottsdale, AZ
Joshua Menacher
Saint Louis, MO
Michael Schuler
Folsom, CA

This content was compiled from the SEC and FINRA.

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