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Robert Mairone

Advisor at Equitable Advisors

Updated today
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Firm

Equitable Advisors

Location

Linwood, NJ

Credentials

Series 63, Series 65

Industry experience

30 years

About

Robert Mairone is a financial advisor with Equitable Advisors in Linwood, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as a co-trustee for the Mairone Family Trust and is executor of his brother’s estate. He is also involved in a nonprofit organization, A Round for Rick, Inc., which raises funds for mental health awareness and suicide prevention. 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 and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk profiles.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

Fee options

Percentage

$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

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

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.

Location

Linwood, NJ

Most active in

New Jersey

Work history

Equitable Advisors

1999 - Present (27 years)

AXA Advisors, LlC

1999 - 2020 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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