Sondra
Payne

Equitable Advisors, LLC

CRD#5527433
Investment Advisor
in Buffalo, NY

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About this Advisor

Sondra Payne is a financial advisor operating out of Buffalo, New York with a total of 13 years of relevant experience. Payne is currently employed by Equitable Advisors, LLC. Payne has gained experience at Axa Advisors and Equitable Advisors, LLC. Payne holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, Connecticut, Florida, Georgia, Minnesota, New York, North Carolina, Ohio, Pennsylvania and South Carolina. Equitable Advisors, LLC is an advisory company that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets under management across its 75,222 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% are held by high-net-worth investors who have at least $1 million in assets available to invest. Equitable Advisors, LLC 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. A financial advisor's fee schedules usually are based on the services. Fees charged by Equitable Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

13 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

350 Essjay Road Suite 300
Buffalo, NY 14221

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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

Sondra Payne Work History

Sondra has been registered as a financial advisor for 13 years.*

2008 - Present (16 years)

Equitable Advisors, LLC

2008 - 2020 (12 years)

Axa Advisors

*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 Sondra Payne 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

Matthew Chirico
Stamford, CT
William Lynch
Savannah, GA
Jennifer Farris
Trussville, AL
William Sorrentino
Edison, NJ
Brian Kelly
Houston, TX
Karan Mirchandani
New York, NY
Steven South
Selma, AL
Stephen Curlee
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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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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