Ryan Onofrio Trecozzi

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

• 01/2024 → 04/2024
  Chick Fil A
  Morgantown, WV
• 08/2022 → 05/2026
  West Virginia University
  Morgantown, WV
• 06/2025 → 08/2025
  New York Life
  New York, NY
• 08/2018 → 06/2022
  Watchung Hills Regional High School
  Warren, NJ
• 04/2016 → 08/2020
  Jt's Lawn Guys
  Greenbrook, NJ
• 08/2014 → 06/2018
  Green Brook Middle School
  Greenbrook, NJ
• 07/2022 → 07/2022
  Unemployed
  Greenbrook, NJ
• 06/2026 → 08/2026
  Unemployed
  Greenbrook, NJ
• 07/2018 → 07/2018
  Unemployed
  Greenbrook, NJ
• 08/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-06-23

Other Names

• Ryan Onofrio Trecozzi
• Ryan Trecozzi