Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
10yrs
Based in Boca Raton, Florida, Thomas Giunta is a fiduciary financial advisor with 10 years of industry experience. Thomas joined Equitable Advisors in 2021, 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
Experience10 years (since 2016)
How that compares ?More experience than 51% of advisors at Equitable Advisors
Office2255 Glades Road Suite 412e, Boca Raton, FL 33431
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
- 2021 – nowEquitable Advisors, LLCCurrent firm
Contact Thomas
Local office(561) 997-7800Ask for Thomas. (212) 314-4600Main office · New York, NY 2255 Glades Road Suite 412eBoca Raton, FL 33431Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Thomas
Tailored to Thomas’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 Thomas
How do I contact Thomas?
Call Thomas’s local office at (561) 997-7800 or the Equitable Advisors main office at (212) 314-4600, and ask for Thomas Giunta.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2016, about 10 years. More experience than 51% of advisors at Equitable Advisors.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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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