Joseph Barbera, financial advisor New York NY

Joseph Barbera

CRD Number: 6343446
Current Firm: Equitable Advisors, LLC

Joseph Barbera (CRD# 6343446) is an Investment Advisor Representative working at Equitable Advisors, LLC in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jul 2019 - Current 2
Equitable New York, NY Apr 2019 - Current 2
Axa Advisors, LLC New York, NY Jul 2019 - Jun 2020 < 1
Axa Equitable New York, NY Apr 2019 - Jun 2020 1
Artemis Reps Inc. New York, NY Oct 2018 - Apr 2019 < 1
Aegis Capital Corp New York, NY May 2014 - Sep 2018 4
Fordham University New York, NY Sep 2012 - May 2014 1
Jbarbera Tobacconist Garden City, NY Aug 2009 - Nov 2013 4
New York Presbyterian Hospital New York, NY Mar 2012 - May 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Joseph S. Barbera
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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