LPL Financial
42yrs
Top advisor by experience in Woodbridge
New
Brett Basarab is a fiduciary financial advisor in Woodbridge, New Jersey, registered since Feb 2026. Brett has been with Equitable Advisors since 2026. 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 103 advisors with offices in Woodbridge, and one of 101 fiduciaries.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office90 Woodbridge Center Drive 7th Floor, Woodbridge, NJ 07095
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
- Jun 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Brett
Local office(732) 326-5200Ask for Brett. (212) 314-4600Main office · New York, NY 90 Woodbridge Center Drive 7th FloorWoodbridge, NJ 07095Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Brett
Tailored to Brett’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
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About Brett
How do I contact Brett?
Call Brett’s local office at (732) 326-5200 or the Equitable Advisors main office at (212) 314-4600, and ask for Brett Basarab.
How long has Brett been a financial advisor?
Brett is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brett 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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