Wells Fargo Advisors
42yrs
Top advisor by experience in Colts Neck
26yrs
Based in Colts Neck, New Jersey, Brian Patterson is a fiduciary financial advisor with 26 years of industry experience. Brian has been with Equitable Advisors since 2002. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 33 advisors with offices in Colts Neck, and one of 31 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 20% by experience at Equitable Advisors
Office182 Route 537, Colts Neck, NJ 07722
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2002 – nowEquitable Advisors, LLCCurrent firm
Contact Brian
(212) 314-4600Firm headquarters in New York, NY. Ask for Brian. 182 Route 537Colts Neck, NJ 07722Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Equitable Advisors at (212) 314-4600 and ask for Brian Patterson. Brian works from the Colts Neck, NJ office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 20% by experience at Equitable Advisors.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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