Regan J Puzzitiello

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

• 06/2020 → 07/2024
  Charles Schwab & Co., Inc.
  Richfield, OH
• 06/2012 → 08/2017
  Parkview Homes
  Strongsville, OH
• 08/2017 → 05/2020
  Miami University
  Oxford, OH
• 05/2018 → 08/2018
  Union Home Mortgage
  Strongsville, OH
• 05/2019 → 08/2019
  Concannon Business Consulting
  Strongsville, OH
• 08/2024 → 09/2024
  Unemployed
  Lakewood, OH
• 09/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02

Other Names

• Regan Puzzitiello
• Regan James Puzzitiello