Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
16yrs
Benjamin Gotfried
Financial advisor at Equitable Advisors
Based in Stamford, Connecticut, Benjamin Gotfried is a fiduciary financial advisor with 16 years of industry experience. Benjamin joined Equitable Advisors in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 62% of advisors at Equitable Advisors
Office1266 East Main Street 6th Floor, Stamford, CT 06902
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.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call Equitable Advisors at 212-314-4600 and ask for Benjamin Gotfried. Benjamin works from the Stamford, CT office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2010, about 16 years. More experience than 62% of advisors at Equitable Advisors.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin 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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