Bluefin Financial
46yrs
Top advisor by experience in Moorestown
2yrs
Based in Moorestown, New Jersey, Brian Lorenz is a fiduciary financial advisor with 2 years of industry experience. Brian has been with Equitable Advisors since 2024. 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 71 advisors with offices in Moorestown, and one of 61 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office110 Marter Avenue Suite 201, Moorestown, NJ 08057
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
- 2024 – nowEquitable Advisors, LLCCurrent firm
Contact Brian
110 Marter Avenue Suite 201Moorestown, NJ 08057Office · Get directions Firm main line(212) 314-4600Headquarters: Equitable Advisors · New York, NY LinkedIn pageEquitable Advisors
Is 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.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Brian
How do I contact Brian?
Call Equitable Advisors at (212) 314-4600 and ask for Brian Lorenz. Brian works from the Moorestown, NJ office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2024, about 2 years. 2 years in the industry.
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.
Other advisors nearby
Apogee Financial Services Group
44yrs
Top 1% by experience in New Jersey
Raymond James Financial Services Advisors
43yrs
Top 2% by experience in New Jersey
Moneta Group Investment Advisors
42yrs
Top 1% by experience at Moneta Group Investment Advisors
Copper Beech Financial Group
41yrs
Top 3% by experience nationwide
Wells Fargo Advisors
39yrs
Top 5% by experience nationwide