Philip
Sabio

Equitable Advisors, LLC

CRD#3061709
Investment Advisor
in Woodbridge, NJ

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About this Advisor

Philip Sabio is a financial advisor operating in Woodbridge, New Jersey with 1 year of relevant experience. Sabio is an advisor for Equitable Advisors, LLC. During their career, Sabio has held roles at The Prudential Insurance Company Of America, Pruco Securities LLC, Speed Wire, Guardian Life Insurance Co, Park Avenue Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Massmutual, Lawson Products, Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp, Independent Financial Solutions, Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Mutual Of Omaha Investor Services, Equitable Advisors, LLC, Lincoln Financial Advisors and Mutual Of Omaha Insurance Company. Sabio holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It controls $25 billion in total assets between its 75,222 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Equitable Advisors, LLC performs a wide assortment 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. Financial management fee schedules typically are based on which service is offered. However, fee types billed by Equitable Advisors, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

90 Woodbridge Center Drive 7Th Floor
Woodbridge, NJ 07095

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NJ Average: 88
Total Number of Accounts

75,222

NJ Average: 3,892
Average Account Size

$326,438

NJ 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

Philip Sabio Work History

Philip has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors, LLC

2022 - 2022 (< 1 year)

Mutual Of Omaha Investor Services

2022 - 2022 (< 1 year)

Mutual Of Omaha Insurance Company

2021 - 2022 (1 year)

Cetera Investment Services LLC

2021 - 2022 (1 year)

Cetera Investment Advisers LLC

2019 - 2020 (1 year)

Lincoln Financial Advisors

2017 - 2019 (2 years)

Ameritas Investment Corp

2016 - 2017 (1 year)

Lawson Products, Inc

2016 - 2019 (3 years)

Ameritas Life Insurance Corp

2016 - 2021 (5 years)

Independent Financial Solutions, Inc

2015 - 2015 (< 1 year)

Mml Investors Services

2015 - 2016 (1 year)

Massmutual

2015 - 2016 (1 year)

Mml Investors Services

2014 - 2014 (< 1 year)

Guardian Life Insurance Co

2014 - 2014 (< 1 year)

Park Avenue Securities LLC

2014 - 2015 (1 year)

Mass Mutual Life Insurance Company

2013 - 2013 (< 1 year)

Speed Wire

2012 - 2014 (2 years)

The Prudential Insurance Company Of America

2012 - 2014 (2 years)

Pruco Securities LLC

*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 Philip Sabio 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

William Sorrentino
Edison, NJ
Alex Osmond
Golden, CO
Stephen Curlee
Franklin, TN
Michael Stenach
Minneapolis, MN
Matthew Chirico
Stamford, CT
Kyle Lynch
Dallas, TX
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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