Morgan Stanley
46yrs
Top advisor by experience in Melville
26yrs
Robert Lozzi
Financial advisor at Equitable Advisors
Robert Lozzi is a fiduciary financial advisor in Melville, New York, with 26 years in the industry. Robert joined Equitable Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 22% 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 ?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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEquitable Advisors, LLCCurrent firm
Contact Robert
Local office(516) 488-1000Ask for Robert. (212) 314-4600Main office · New York, NY 395 North Service Road Suite 206Melville, NY 11747Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (516) 488-1000 or the Equitable Advisors main office at (212) 314-4600, and ask for Robert Lozzi.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 26 years. Top 22% by experience at Equitable Advisors.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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