Nicholas
Massimo
Equitable Advisors, LLC
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About this Advisor
Nicholas Massimo is a financial advisor working out of Woodbury, New York with a total of 2 years of relevant experience. Massimo currently works for Equitable Advisors, LLC. Throughout their career, they have worked at Doordash, Liberty Moving And Storage, Giunta'S Meat Farms, Long Island Junior Soccer, Equitable Advisors, LLC, Pennsylvania State University, Hauppauge Highschool, Hauppauge Middle School and Referees Association. Massimo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Maryland and New York. Equitable Advisors, LLC is an advisory business operating out of New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It administers $25 billion in total assets across its 75,222 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 177 charitable organizations. Of its 75,222 accounts, 42% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a wide set of services, such as 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 advisory fee schedules vary depending on which services the firm provides the client. However, fee types charged by Equitable Advisors, LLC can consist 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
Nicholas Massimo Work History
Nicholas has been registered as a financial advisor for 2 years.*
Equitable Advisors, LLC
Doordash
Liberty Moving And Storage
Pennsylvania State University
Giunta'S Meat Farms
Long Island Junior Soccer
Referees Association
Hauppauge Highschool
Hauppauge Middle School
*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 Nicholas Massimo 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
Mount Pleasant, SC
Dallas, TX
Edison, NJ
Stamford, CT
Falls Church, VA
Houston, TX
Selma, AL
Trussville, AL
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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