Wells Fargo Advisors
47yrs
Thomas Joseph Gorman
Financial advisor
One Fayette St Suite 200 Two Tower Bridge
Conshohocken, PA 19428
Conshohocken, PA 19428
Top advisor by experience in Conshohocken
34yrs
Eric Markowitz
Financial advisor at Equitable Advisors
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience at Equitable Advisors
Office15 E Ridge Pike, Conshohocken, PA 19428
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowEquitable Advisors, LLCCurrent firm
- Jul 2016 – Jul 2016MSI Financial Services, Inc.Previously
- 2011 – 2016MSI Financial Services, Inc.Previously
- 2004 – 2010Firstrust Financial AdvisorsPreviously
- 2002 – 2011Equitable Advisors, LLCPreviously
- 2001 – 2004Progress Financial AdvisorsPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Equitable Advisors at 212-314-4600 and ask for Eric Markowitz. Eric works from the Conshohocken, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1992, about 34 years. Top 9% by experience at Equitable Advisors.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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