Susan
Vidalon-Suzuki
Equitable Advisors, LLC
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About this Advisor
Susan Vidalon-Suzuki is a financial advisor operating in Oakland, California with 5 years of relevant experience. Vidalon-Suzuki is currently employed by Equitable Advisors, LLC. Over the course of their career, they have held roles at Santa Clara University, Santa Clara University - Library, Pandora Media Inc, San Francisco Public Utilities Commission, San Francisco Department Of Building Inspection, Port Of San Francisco, St. Ignatius College Preparatory, Axa Advisors, LLC and Equitable Advisors, LLC. Vidalon-Suzuki holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Equitable Advisors, LLC is a business based out of New York, NY. It has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets under management across its 75,222 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a diverse range 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 advisory services vary depending on the type of services provided. Fees billed by Equitable Advisors, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Susan Vidalon-Suzuki Work History
Susan has been registered as a financial advisor for 5 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Pandora Media Inc
San Francisco Public Utilities Commission
Santa Clara University - Library
San Francisco Public Utilities Commission
Santa Clara University
San Francisco Department Of Building Inspection
Port Of San Francisco
St. Ignatius College Preparatory
*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 Susan Vidalon-Suzuki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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