LPL Financial
35yrs
Top advisor by experience in Middletown
4yrs
Based in Middletown, New York, Erick Eichner is a fiduciary financial advisor with 4 years of industry experience. Erick has been with Equitable Advisors since 2023. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 64 advisors with offices in Middletown, and one of 46 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office22 Montgomery Street Suite C, Middletown, NY 10940
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
- 2023 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Erick
Tailored to Erick’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 Erick
How do I contact Erick?
Call Equitable Advisors at 212-314-4600 and ask for Erick Eichner. Erick works from the Middletown, NY office.
How long has Erick been a financial advisor?
Erick has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Erick hold?
Series 66. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erick 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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