Joseph
Tummolo
Equitable Advisors, LLC
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About this Advisor
Joseph Tummolo is a financial advisor who works in New York, New York with a total of 1 year of industry experience. Tummolo is an advisor for Equitable Advisors, LLC. Throughout their career, Tummolo has worked at Equitable Advisors, LLC, Pc Richard And Son, University Of Albany, Nassau Community College Suny, Grassi & Company, City University Of New York Queens College and Best Buy. Tummolo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Arizona and New York. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It administers $25 billion in total assets among its 75,222 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Equitable Advisors, LLC offers a diverse set 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 for financial advice largely depend on which service is provided. However, fee types billed by Equitable Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Joseph Tummolo Work History
Joseph has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Pc Richard And Son
Grassi & Company
City University Of New York Queens College
Nassau Community College Suny
University Of Albany
Best Buy
Nassau Community College Suny
Pc Richard And Son
*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 Joseph Tummolo 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
Stamford, CT
Golden, CO
Minneapolis, MN
Edison, NJ
Falls Church, VA
Dallas, TX
Selma, AL
Cary, NC
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 profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
