Advisor at Equitable Advisors
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Firm
Equitable Advisors
Location
Williamsville, NY 14221
Credentials
Series 63, Series 65
Industry experience
2 years
Andrew Gradolph is a financial advisor with Equitable Advisors in Williamsville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked in various roles including positions at Buffalo State University and Grand Island Greatscape. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
350 Essjay Road, Suite 300
Williamsville, NY 14221
New York
Equitable Advisors
2023 - Present (3 years)
Buffalo State University
2020 - 2023 (3 years)
Grand Island Greatscape
2019 - 2019 (1 year)
Davids Restaurant
2019 - 2020 (1 year)
Gannon University
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Franks Sunny Italy
2016 - 2018 (2 years)
Saint Joseph's Collegiate Institute
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Clarence Center, NY
Cornell Capital Management
CFP®, Series 66
Williamsville, NY
Cambridge Advisors, LLC
Series 63, Series 65
Williamsville, NY
Timothy C. Minneci
Series 65
Buffalo, NY
Ibis Capital Management, LLC
Series 65
Kenmore, NY
Glenn Asset Management
Series 65
Buffalo, NY
EWM Advisory
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