Joseph Patrick Doolan

Financial advisor at Equitable Advisors, LLC · Melville, NY

Last updated 2026-10-10

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Joseph Patrick Doolan is a financial advisor at Equitable Advisors, LLC in Melville, NY, CRD 3210171. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-06-21.

Registration

CRD number
3210171
Registration status
Active
IAPD registration
2024-06-21
Industry Experience
2 years
Work Experience
19 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2024-05 to Present · Equitable Advisors, Llc. · New York, NY
  • 2007-02 to 2020-01 · TD Bank · New York, NY
  • 2020-02 to 2020-05 · Unemployed · New York, NY
  • 2020-05 to 2020-09 · Britton Peak · Bellmore, NY
  • 2020-09 to 2021-11 · Revolve Remodeling & Homepro Construction · Merrick, NY
  • 2021-12 to 2022-06 · Verdeschi & Walsh Realty · Long Beach, NY
  • 2022-06 to 2023-10 · City National Rochdale · New York, NY
  • 2023-10 to 2024-02 · Charter Oak Financial · Melville, NY
  • 2023-12 to Present · Coldwell Bank American Homes · Merrick, NY

Current employment

SEC IAPD record for Joseph Patrick Doolan

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Joseph Patrick Doolan is a financial advisor at Equitable Advisors, LLC in Melville, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 19 years of reported work history.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

395 North Service Road, Melville, NY 11747

165 advisors at this office.

Equitable Advisors office in Melville, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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