William
Sorrentino

Equitable Advisors, LLC

CRD#2361740
Investment Advisor
in Edison, NJ

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About this Advisor

William Sorrentino is a financial advisor based in Edison, New Jersey with 3 years of industry experience. Sorrentino is currently employed by Equitable Advisors, LLC. During their career, Sorrentino has held roles at Axa Distributors, LLC, Axa Advisors, LLC, Equitable Advisors LLC and Axa Equitable. Sorrentino has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut and New Jersey. Equitable Advisors, LLC is a firm 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 assets between its 75,222 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a diverse array 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

333 Thornall St 8Th Floor
Edison, NJ 08837

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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

William Sorrentino Work History

William has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Equitable Advisors LLC

2014 - 2020 (6 years)

Axa Advisors, LLC

2013 - 2020 (7 years)

Axa Distributors, LLC

2013 - 2020 (7 years)

Axa Equitable

*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 William Sorrentino 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

Delawar Roashan
New York, NY
Kaden Adams
Andover, KS
Alex Osmond
Golden, CO
Clay Knuth
Tampa, FL
David Mebs
Conshohocken, PA
Manuel Raposo-Rosa
San Juan, PR
Steven South
Selma, AL
Gerald Grant
Falls Church, VA

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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