Connor B Esposito

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 → 08/2017
  Friends Of The Family Learning Center
  Metuchen, NJ
• 05/2018 → 08/2020
  Cais Cafe
  Metuchen, NJ
• 05/2018 → 08/2019
  Ing Financial Services Llc
  New York, NY
• 06/2020 → 01/2021
  Wine Acadmey
  Hazlet, NJ
• 06/2021 → Present
  Equitable Advisors, Llc
  New York, NY
• 08/2017 → 05/2021
  Syracuse Univerisity
  Syracuse, NY
• 08/2020 → 05/2021
  Whitman School Of Management
  Syracuse, NY
• 06/2019 → 08/2019
  Ing Financial Services Llc
  New York, NY
• 01/2023 → Present
  Andrew Gillman - Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-02-05

Other Names

• Connor Esposito