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Welcome to Equitable Advisors New England

Serving MA, NH, VT, RI, ME

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Building Futures

With approximately 115 financial professionals and a dedicated group of staff members, Equitable Advisors' New England Branch is proud to serve the New England area. When you work with us, you will be establishing a personal relationship with a knowledgeable financial professional – a trusted ally who will take the time to understand your unique investment objectives, someone who can provide access to the capabilities of a global resource.

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Client Centered

Why work with a financial professional

Working together, we can define a strategy and create a road map that can help you build your financial future. To ensure that our financial professionals stay on top of their field, many regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

  • Professional designations of the American College:
    • Chartered Life Underwriter (CLU)
    • Chartered Financial Consultant (ChFC)
    • Master of Science in Financial Services (MSFS)
  • FINRA Registrations: Series 6, Series 7 and Series 66

Maintaining solid professional foundations are extremely important. Many of our financial professionals are members of:

  • The Million Dollar Round Table
  • The Estate Planning Council
  • Association of Certified Financial Planners

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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Client Centered

Equitable Advisors supports your financial practice

As one of the largest financial service organizations, Equitable Advisors provides career opportunities for motivated, focused and enthusiastic professionals seeking entrepreneurial challenge and who have the desire to help others achieve their financial goals. Feel free to visit the career opportunity section of this web site for more information.

Believing in giving back to the community, financial professionals of the New England Branch are civic-minded leaders who are members of many local and charitable organizations. In almost every community, there's an Equitable Advisors financial professional giving of his or her time to make New England a better place to live.

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Our offices

Our Process

Wellesley, MA

93 Worcester Street, Suite 103
Wellesley, MA 02481

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Phone: (781) 237-4500 

Our History

Portsmouth, NH

100 International Drive, Suite 340
Portsmouth, NH 03801

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Phone: (603) 600-8285

Our Values

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.