James Czajkowski
James Czajkowski is a registered investment advisor at Equitable Advisors, LLC, based in Milford, CT, with 40 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
612 Wheelers Farms Road, 2nd Floor, Milford, CT, 06461
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2025Customer Dispute
October 2013Customer Dispute
February 2006Other Business Activities
James owns real estate at 278 Wakelee Avenue and is a landlord, dedicating minimal time to this. He also officiates high school football games as a line judge, spending a few hours per week. James is also associated with One Financial LLC, but spends no time on it.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
F.J. Garber & CO.Broker
Main Street Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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