UBS Financial Services
46yrs
Top advisor by experience in Rochester
6yrs
Haley Lang
Financial advisor at Equitable Advisors
Haley Lang is a fiduciary financial advisor in Rochester, New York, with 6 years in the industry. Haley 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 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office765 Jefferson Road 3rd Floor, Suite 310, Rochester, NY 14623
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.
Career
- 2021 – nowEquitable Advisors, LLCCurrent firm
Contact Haley
(212) 314-4600Firm headquarters in New York, NY. Ask for Haley. 765 Jefferson Road 3rd Floor, Suite 310Rochester, NY 14623Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Haley
Tailored to Haley’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Haley
How do I contact Haley?
Call Equitable Advisors at (212) 314-4600 and ask for Haley Lang. Haley works from the Rochester, NY office.
How long has Haley been a financial advisor?
Haley has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Haley hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Haley a fiduciary?
Haley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Haley paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Haley 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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