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 based in Kahului, Hawaii, with a total of 11 years of industry experience. Cutillo is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Axa-Advisors, LLC and Equitable Advisors, LLC. Cutillo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California, Colorado and Hawaii. Equitable Advisors, LLC is a registered investment firm operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 financial advisors. It controls $25 billion in assets across its 75,222 accounts, making it one of the largest firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Equitable Advisors, LLC offers a number 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 largely depend on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

358 Papa Place Suite C-2
Kahului, HI 96732

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

HI Average: 88
Total Number of Accounts

75,222

HI Average: 3,892
Average Account Size

$326,438

HI 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

Stephen Cutillo Work History

Stephen has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Equitable Advisors, LLC

2012 - 2020 (8 years)

Axa-Advisors, LLC

*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.

Disclosures

Please visit the SEC profile of Stephen Cutillo 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

Brian Kelly
Houston, TX
Clay Knuth
Tampa, FL
William Sorrentino
Edison, NJ
Sean Dambaugh
Mount Pleasant, SC
Stephen Curlee
Franklin, TN
Alex Osmond
Golden, CO
Steven South
Selma, AL
Jennifer Farris
Trussville, AL

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