Alyse Iachio

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

• 03/2007 → Present
  Self-Employed
  Bridgewater, NJ
• 06/2019 → 12/2021
  Anderson & Company
  New York, NY
• 11/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Self-employed, Alyse Iachio, not-investment related, 125 Chestnut St, Bridgewater, NJ, 08807, accountant, owner, Start date 3/7/2007, 16 hours per month, zero hours during securities trading hours, provide accounting and bookkeeping services to clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-08