Morgan Stanley
46yrs
Top advisor by experience in Melville
27yrs
Joseph Doolan has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Melville, New York. Joseph joined Equitable Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience at Equitable Advisors
Office395 North Service Road Suite 206, Melville, NY 11747
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
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.
Career
- 2024 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Joseph
Tailored to Joseph’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
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About Joseph
How do I contact Joseph?
Call Equitable Advisors at 212-314-4600 and ask for Joseph Doolan. Joseph works from the Melville, NY office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1999, about 27 years. Top 19% by experience at Equitable Advisors.
What licenses does Joseph hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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