Nicholas
Sanchez

Equitable Advisors, LLC

CRD#6574327
Investment Advisor
in San Diego, CA

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About this Advisor

Nicholas Sanchez is a financial advisor based in San Diego, California who has 7 years of relevant experience. Sanchez is currently employed by Equitable Advisors, LLC. Their career trajectory has included roles at My Lineage, Inc, Axa Advisors, LLC, My Lineage and Equitable Advisors, LLC. Sanchez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California and New Mexico. Equitable Advisors, LLC is a financial advisory business operating out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 financial advisors. It manages $25 billion in total assets among its 75,222 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Equitable Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4370 La Jolla Village Dr. Suite 400
San Diego, CA 92122

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

CA Average: $7,464,549,021
Total Number of Employees

5,251

CA Average: 88
Total Number of Accounts

75,222

CA Average: 3,892
Average Account Size

$326,438

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nicholas Sanchez Work History

Nicholas has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Equitable Advisors, LLC

2017 - 2021 (4 years)

My Lineage

2015 - 2020 (5 years)

Axa Advisors, LLC

2012 - 2015 (3 years)

My Lineage, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Sanchez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Matthew Chirico
Stamford, CT
William Lynch
Savannah, GA
Jennifer Farris
Trussville, AL
William Sorrentino
Edison, NJ
Brian Kelly
Houston, TX
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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