LPL Financial
42yrs
Top advisor by experience in Woodbridge
New
James Galipean
Financial advisor at Equitable Advisors
James Galipean is a fiduciary financial advisor in Woodbridge, New Jersey, registered since May 2026. James joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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 May 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.
Career
- Aug 2026 – nowEquitable Advisors, LLCCurrent firm
Questions to ask James
Tailored to James’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 James
How do I contact James?
Call Equitable Advisors at 212-314-4600 and ask for James Galipean. James works from the Woodbridge, NJ office.
How long has James been a financial advisor?
James is new to the profession, registered since May 2026, and holds 2 licenses.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James 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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