Nicholas Joseph Meoli

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

• 06/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2016 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

OUTSIDE INS - Rich & Nick Consulting LLC 266 Chestnut Ave, East meadow ,NY 11554start date 5/8/2023 passive investor no roles or responsibilities passively invests in real estate with his father annual compensation $5,000Reality Benefit services 210 Lake Dr East, Suite 310, cherryhill NJ 08002 Sales of tax account program for which realty benefits collects administrative fee start date 4/12/2023 10 hrs a month part of Dergalis associates Dergalis associates sales of group and individual ancillary products sales associate effective 4/3/2023 10 hrs a month Penn Mutual LTC insurance and fixed insurance effective 5/3/2021

Exams

• S66 Uniform Combined State Law Examination
  2016-07-21

Other Names

• Joseph Meoli