Philip Anthony Arcilesi

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

• 05/2019 → 08/2019
  Enterprise,Inc.
  West Islip, NY
• 09/2019 → 12/2019
  Contend Capital
  Tampa, FL
• 09/2020 → 11/2021
  Citigroup
  Tampa, FL
• 01/2020 → 06/2020
  Unemployed
  Tampa, FL
• 06/2020 → 08/2020
  Citigroup
  Tampa, FL
• 08/2016 → 05/2020
  The University Of Tampa
  Tampa, FL
• 11/2021 → 04/2026
  Comemrzbank Ag
  New York, NY
• 05/2026 → 06/2026
  Unemployed
  Smithtown, NY
• 06/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-20