Joseph V Barbetta

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2000 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. NAME OF ENTITY: AMERICAN CANCER SOCIETY POSITION: LEGISLATIVE AMBASSADOR TYPES OF SERVICES PROVIDED: REPRESENT THE AMERICAN CANCER SOCIETY IN LOBBY EFFORTS AT THE STATE AND FEDERAL LEVELS, AS WELL AS AT GRASSROOTS EVENTS. START DATE: 1/1/2005 # OF HOURS PER MONTH: 10 INVESTMENT RELATED ACTIVITY: NO AVERAGE MONTHLY COMPENSATION: $0 2. ADMINISTRATOR/EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY MEMBER I AM NOT AN ATTORNEY OR ACCOUNTANT NONE OF MY Equitable CLIENTS HAVE INVESTED IN THIS ENTITY I AM NOT THE AGENT OF RECORD ON ANYTHING HELD IN THE TRUST I DO NOT HAVE POWER OF ATTORNEY TO AFFECT TRADES I AM NOT BEING COMPENSATED FOR BEING A TRUSTEE OR EXECUTOR

Exams

• S66 Uniform Combined State Law Examination
  2000-12-28