Vincenzo Cesare

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

• 01/2003 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2003 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

OUTSIDE INSURANCE- HEALTH; 10/1999 Health First; RENTAL PROPERTY, LANDLORD - OWNER - COLLECT RENT AND PAY EXPENSES TO MAINTAIN PROPERTY; Brother Helping, Inc.Cotrustee with 2 brothers on parents IRRV Trust Executor for Joseph R Fiorentino from 10/10/2015 Health First Societa Concordia Partanna, Inc, Ridgewood, NY, Board Member,2/1/20, attends monthly meetings to discuss membership and club activities, 2hrs/mo; Realtor - Personal & Family Use - started 3/2024; Master of the Masonic Lodge, Charitible Organization, Garibaldi Lodge, #542 NYC, 71 W 23rd Street, NY, NY 10010, 6hrs p/ month, 5/20/2024; Associazione Culturale Italiana di New York, 66-31 Fresh Pond Rd, Ridgewood, NY, Board Member; ASHAR Group Life Settlements

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-29
• S63 Uniform Securities Agent State Law Examination
  1994-11-04

Other Names

• Vincent Cesare