Sarah
Babcock
Equitable Advisors, LLC
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About this Advisor
Sarah Babcock is a financial advisor operating in Poughkeepsie, New York who has 2 years of industry experience. Babcock is an advisor for Equitable Advisors, LLC. Over the course of their career, they have held roles at Clancy'S Cafe And Creamery, Dutchess Community College, Salon 52 Hair Studio Inc, Marist College, F.D. Roosevelt High School, Axa Advisors LLC, Equitable Advisors, LLC and Carlos Perez. Babcock maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in California, Connecticut, Florida, New Jersey, New York, Pennsylvania and Virginia. Equitable Advisors, LLC is a financial advisory company based in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It handles $25 billion in assets under management between its 75,222 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have more than $1 million in assets available to invest. Equitable Advisors, LLC provides 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 for financial advisory services usually depend on which services the firm provides the client. However, fees billed by Equitable Advisors, LLC likely consist of any blend 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 Babcock Work History
Sarah has been registered as a financial advisor for 2 years.*
Carlos Perez
Equitable Advisors, LLC
Axa Advisors LLC
Salon 52 Hair Studio Inc
Marist College
Dutchess Community College
Dutchess Community College
Clancy'S Cafe And Creamery
F.D. Roosevelt 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 Babcock 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
Houston, TX
Trussville, AL
Minneapolis, MN
Shelton, CT
Falls Church, VA
Selma, AL
Franklin, TN
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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