Brian E Patterson

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

• 11/1998 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/1998 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

44 Northwoods Rd, Ocean, NJ 07712, 40 hrs/month Property and Casualty Business 05/2019, Responsible party, primarily a coach, Ocean Surge Travel Baseball Association OSTBA, 2 hrs/month; 06/2018, Owner, Ascendancy Insurance Solutions LLC, 44 Northwoods Road, Ocean, NJ 07712, Property and Casualty Insurance, 40 hrs/month, 06/2021, Owner/Partner, Ascendancy Holdings, LLC, to purchase and remodel office space, 0 hrs/month; 11/01/2024 to present, Owner, 3407 Rose Avenue, Ocean , NJ 07712, Facility manager, 15 hours/month; DBA Ascendancy Financial Group, Various other outside insurance business, Zenith Marketing/Ash Brokerage; 01/21/2026, Member of LLC, CBAP Management, LLC 12 Krull Drive Jackson, NJ 08527, Facility manager, zero hours per month; Surge Legacy Holdings, LLC, Owner, This is a holdings company designed to house the baseball and softball teams of my previously disclosed activity - Ocean Surge Baseball. Ocean Surge Baseball is the non-profit, while this Holdings Company will hold the for-profit teams, 3407 Rose Avenue, Ocean, NJ 07712, Start Date: 7/15/2026, 0 HRS PER MO, Not investment related;

Exams

• S66 Uniform Combined State Law Examination
  2000-05-15

Other Names

• Brian Patterson