Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
24yrs
Brian Friedman
Financial advisor at Equitable Advisors
Brian Friedman has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Boca Raton, Florida. Brian joined Equitable Advisors in 2017, 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 25% by experience at Equitable Advisors
OfficeBoca Raton, FL
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
- 2017 – nowEquitable Advisors, LLCCurrent firm
Contact Brian
(212) 314-4600Firm headquarters in New York, NY. Ask for Brian. Boca Raton, FLOffice · Get directions LinkedIn pageEquitable AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Friedman. Brian works from the Boca Raton, FL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2003, about 24 years. Top 25% 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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