Equitable Advisors welcomes two experienced advisors who managed nearly $200 million in client assets
May 30, 2025
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New York, New York – May 29, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced advisors Ross Pake and Pat Tierney have joined its Wealth Management business, Equitable Advisors.
Pake moved his practice, Legacy Wealth Management, to Equitable Advisors from Cetera, where he managed approximately $100 million in client assets. With 40 years of industry experience, Pake offers services including holistic financial planning and retirement planning to individuals, families and businesses across the U.S. His practice is based in Tustin, California.
“Equitable Advisors stood out from other broker-dealers because of its industry-leading technology and resources. This suite of digital tools and back-office support will help streamline my business so I can spend more time where it really counts — serving my clients,” said Pake. “What matters most to me is continuing to deepen those relationships and providing my clients with tailored advice and solutions that address their individual needs. Equitable Advisors gives me the tools and support to deliver on this commitment.”
Based in Orlando, Florida, Tierney joined Equitable Advisors from Lincoln Investments, where he managed nearly $100 million in client assets. He brings 27 years of industry experience helping individuals develop holistic plans for retirement. He was drawn to Equitable Advisors for its supported independence model.
“I joined Equitable Advisors because its platform offers independence and the support of a strong, reputable firm,” said Tierney. “Equally important, it shares the same values that I have when it comes to client relationships. My clients are like family, so finding a firm that treats them with the same level of care was a top priority — and I found that here.”
With more than $100 billion in assets under administration,1 Equitable Advisors has approximately 4,500 financial professionals across the country. Experienced advisors who join Equitable Advisors benefit from the firm’s supported independence model, which provides robust capabilities, resources and operational infrastructure. This includes an open-architecture platform, leading technology, marketing tools and real estate, as well as support with succession planning, team formation and compliance.
About Equitable
Equitable, a principal franchise of Equitable Holdings, Inc. (NYSE: EQH), has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 3 million clients across the country. Please visit equitable.com for more information.
1 Equitable Holdings First Quarter 2025 financial results
Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company.
Ross Pake (CA Insurance Lic. #: 0820244) and Paul (Pat) Tierney offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer – M/F/D/V. Equitable Advisors financial professionals do not directly manage clients’ assets except where expressly authorized by the client and by Equitable Advisors.
“Advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. Equitable is the brand name of Equitable Holdings, Inc., and its family of companies, including Equitable Financial Life Insurance Company (1345 Avenue of the Americas, NY, NY); Equitable Financial Life Insurance Company of America, AZ stock company with an administrative office located in Charlotte, NC; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN); and Equitable Distributors, LLC.