Sasha
Dietsche
Equitable Advisors, LLC
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About this Advisor
Sasha Dietsche is a financial advisor based out of Cleveland, Ohio. Dietsche is on the advisory team at Equitable Advisors, LLC. Over the course of their career, Dietsche has held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services LLC, Tender Hearts Assisted Care/Home Helpers, Homemaker, Kohl'S, Equitable Advisors, LLC and Kristin Askey. Dietsche holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Equitable Advisors, LLC is a financial advisory firm operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets between its 75,222 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% are held by high-net-worth investors who have greater than $1 million in assets. Equitable Advisors, LLC performs a broad range 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 service is provided. Fee types billed by Equitable Advisors, LLC likely are comprised 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
Sasha Dietsche Work History
Sasha has been registered as a financial advisor for 0 years.*
Equitable Advisors, LLC
Kristin Askey
Wells Fargo Clearing Services LLC
Tender Hearts Assisted Care/Home Helpers
Homemaker
Kohl'S
Wells Fargo 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 Sasha Dietsche 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
Stamford, CT
Falls Church, VA
Minneapolis, MN
Edison, NJ
Franklin, TN
Mount Pleasant, SC
Shelton, CT
Trussville, AL
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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