Stephen Wisniewski

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

• 06/2011 → 06/2020
  Axa Advisors, Llc
  Syracuse, NY
• 06/2011 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Board Member - President, The Great Mexico Chamber of Commerce - Mexico, NY, Since 04/2024, 4 hours, month. 2. Administrator or executor of an estate or trustee of a trust for a non-family or family member (revised 10/10/2015).

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-12
• S63 Uniform Securities Agent State Law Examination
  2011-05-21