Sonny
Hoang

Equitable Advisors, LLC

CRD#6432436
Investment Advisor
in New York, NY

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About this Advisor

Sonny Hoang is a financial advisor based in New York, New York, working with Equitable Advisors, LLC. Sonny has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Charles Rutenberg The Smart Broker, Entertainment Partners / Gep Centcast LLC, Point Nyc Real Estate, The Brand Experience, Nbc Universal Talent Partners, Samuel Realty LLC, Jis Interpreting, Sonny Hoang, Vipkids, Level Group, Senior Services Of North America, Center For Family Support/ Cfs, and Equitable Advisors, LLC. Sonny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Sonny is part of Equitable Advisors, LLC, which operates out of New York, New York. The firm has 885 offices and 5,876 employees. The firm manages assets totaling $34.7 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

1290 Avenue Of The Americas 4Th Fl
New York, NY 10104

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$34,656,353,594

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

5,876

NY Average: 88
Total Number of Accounts

83,633

NY Average: 3,892
Average Account Size

$414,386

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

Sonny Hoang Work History

2024 - Present (1 year)

Equitable Advisors, LLC

2023 - Present (2 years)

Center For Family Support/ Cfs

2020 - Present (5 years)

Senior Services Of North America

2014 - Present (11 years)

Entertainment Partners / Gep Centcast LLC

2019 - 2022 (3 years)

Level Group

2018 - 2022 (4 years)

Sonny Hoang

2018 - 2021 (3 years)

Vipkids

2018 - 2022 (4 years)

Sonny Hoang

2016 - 2022 (6 years)

Samuel Realty LLC

2016 - 2022 (6 years)

Jis Interpreting

2015 - 2016 (1 year)

Point Nyc Real Estate

2015 - 2016 (1 year)

The Brand Experience

2015 - 2016 (1 year)

Nbc Universal Talent Partners

2014 - 2024 (10 years)

Transamerica Financial Advisors, Inc

2014 - 2024 (10 years)

World Financial Group, Inc

2011 - 2016 (5 years)

Charles Rutenberg The Smart Broker

Disclosures

Please visit the SEC profile of Sonny Hoang 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 Piedimonte
Bala Cynwyd, PA
Jesus Ramirez
Scottsdale, AZ
Nelson Fernandez
Winter Springs, FL
Mario Cabral
New York, NY
Andrew Kaelin
Franklin, TN
Albert Antlitz
Lutherville Timonium, MD
Avedis Buyuker
Folsom, CA
Christian Jordan
New Braunfels, TX

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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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