John
Sandler

Equitable Advisors, LLC

CRD#3100310
Investment Advisor
in Mineola, NY

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About this Advisor

John Sandler is a financial advisor working out of Mineola, New York with 10 years of industry experience. Sandler currently works for Equitable Advisors, LLC. Their career trajectory has included roles at John Sandler Cpa, Axa Advisors, LLC and Equitable Advisors, LLC. Sandler maintains 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 Florida, New York and Texas. Equitable Advisors, LLC is a financial advisory firm headquartered in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It manages $25 billion in assets among its 75,222 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs 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. Financial advisory fees are based on the financial services. Fee types charged by Equitable Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

Mineola, NY

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NY Average: 88
Total Number of Accounts

75,222

NY Average: 3,892
Average Account Size

$326,438

NY 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

John Sandler Work History

John has been registered as a financial advisor for 10 years.*

2005 - Present (18 years)

Equitable Advisors, LLC

1995 - Present (28 years)

John Sandler Cpa

2005 - 2020 (15 years)

Axa Advisors, 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 John Sandler 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

Benjamin Kadlec
Raleigh, NC
David Reed
Morristown, NJ
Huy Le
Mount Pleasant, SC
Ryan Shea
Toms River, NJ
Mark Christensen
Salt Lake City, UT
Michael Gentile
Oak Brook, IL
Steven South
Selma, AL
Martin Jawor
Secaucus, NJ

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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