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Joseph Daniel Petrelli

Equitable Advisors, LLC

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About Joseph Daniel Petrelli

Joseph Petrelli is a Registered Representative with Equitable Advisors, LLC. Joseph has been in the securities industry since November 2024 and is licensed in Colorado. Joseph has experience in real estate and has worked as a Licensed Assistant with Ascent Realty Group since May 2021. Joseph has a strong background in customer service and has held positions at Metro Care Ambulance, VanEd Real Estate, Rock Solid 4x4, Rubio's Coastal Grill, King Soopers, Summit View Elementary, Mountain Ridge Middle School, and Mountain Vista Highschool. Joseph is committed to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Joseph Petrelli is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Petrelli’s Registration & Firm History

CO

11/19/2024 - Present

Equitable Advisors, LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Daniel Petrelli.
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