Adam Tartick, CFP®

Adam Tartick, CFP®

Financial Professional

As a Financial Professional for the Retirement Benefits Group of Equitable Advisors in the Central New York area, I am dedicated to helping individuals and businesses develop and execute wealth accumulation and risk management plans helping to build a foundation for their financial futures.

Professional Licenses & Designations:

  • Life and Health Insurance
  • Series 66: Uniform Combined State Law Examination
  • Series 7: General Securities Representative Examination
  • Retirement Benefits Specialist –Tax Sheltered Plans


Academic Achievements Include:

  • Bachelors of Science in Accounting from the University at Buffalo.
  • Financial Services Courses through the American College.


Current Community Involvement:

  • Dollars for Scholars Board Member: Liverpool High School Chapter

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (315) 425 - 6365
Fax (315) 425 - 6360