Gianni Farese

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

• 08/2015 → 12/2018
  American University School Of Business
  Washington, DC
• 05/2017 → 09/2017
  Northeastern University
  Boston, MA
• 01/2019 → 03/2019
  Unemployed
  Peabody, MA
• 03/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1.Certified Divorce Financial Analyst. 1003 Bishop Street. Suite 1450. Honolulu, Hawaii 96813. When hired as a CDFA, I assist divorcing clients and their attorney understand how the financial decisions they make today during the divorce will impact their financial future, utilizing certain financial assumptions. Start Date 08-17-2020. 2. Farese & Sam Partners LLC, 2108 N Street STE N Sacramento, CA 95816; Start Date 4/2/2025; 3. Independent contractor of Rover; Dogsitting Start Date 12/29/2025; 4. Various outside insurance companies

Exams

• S66 Uniform Combined State Law Examination
  2019-04-23

Other Names

• Gianni Farese
• Gianni Marie Farese