Sarah
Wilson
Equitable Advisors, LLC
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About this Advisor
Sarah Wilson is a financial advisor based in Dacula, Georgia with 1 year of industry experience. Wilson currently works for Equitable Advisors, LLC. Throughout their career, they have worked at Paul Culbreth/Your Wealth Partners, Broad City Events, Classic City Chef, Perisseia Primary Care And Wellness, Lifebrite Laboratory, Cheddar'S Scratch Kitchen, Uga Food Services, University Of Georgia, Baxter Street Bookstore, Archer High School and Equitable Advisors, LLC. Wilson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California, Florida, Georgia, North Carolina, Pennsylvania, South Carolina and Texas. Equitable Advisors, LLC is a registered investment business that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It handles $25 billion in total assets between its 75,222 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 accounts, 42% are held by high-net-worth investors who have greater than $1 million in assets. Equitable Advisors, LLC offers a number of services, including 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 charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC likely are comprised 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
Sarah Wilson Work History
Sarah has been registered as a financial advisor for 1 years.*
Broad City Events
Equitable Advisors, LLC
Paul Culbreth/Your Wealth Partners
Classic City Chef
Perisseia Primary Care And Wellness
Lifebrite Laboratory
Cheddar'S Scratch Kitchen
Uga Food Services
University Of Georgia
Baxter Street Bookstore
Archer High School
*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 Sarah Wilson 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
Mount Pleasant, SC
Dallas, TX
Edison, NJ
Stamford, CT
Shelton, CT
Falls Church, VA
Selma, AL
Cary, NC
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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