Sonny Thi Hoang

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 09/2024
  Transamerica Financial Advisors, Inc
  Flushing, NY
• 03/2014 → 09/2024
  World Financial Group, Inc.
  Flushing, NY
• 12/2014 → Present
  Entertainment Partners / Gep Centcast Llc
  Burbank, CA
• 04/2016 → 04/2022
  Samuel Realty Llc
  New York, NY
• 07/2016 → 04/2022
  Jis Interpreting
  New York, NY
• 07/2018 → 04/2022
  Sonny Hoang
  New York, NY
• 07/2018 → 01/2021
  Vipkids
  San Mateo, CA
• 07/2018 → 04/2022
  Sonny Hoang
  New York, NY
• 04/2019 → 11/2022
  Level Group
  New York, NY
• 10/2020 → Present
  Senior Services Of North America
  Melville, NY
• 07/2023 → Present
  Center For Family Support/ Cfs
  Floral Park, NY
• 10/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2022-04-04 → 2024-09-20
  Transamerica Financial Advisors, Llc
  Great Neck, NY

Other Businesses

-SENIOR SERVICES OF NORTH AMERICA|NOT INVESTMENT RELATED|532 BROADHOLLOW RD. #106. MELVILLE, NY 11747|MEDICARE INSURANCE|AGENT|10.15.2020|40 HRS A MONTH|4 HRS DURING SECURITIES TRADING|WILL SELL OR PROVIDE DIFFERENT MEDICARE COVERAGE TO SENIORS -ENTERTAINMENT PARTNERS / GEP CENCAST LLC / INVESTMENT RELATED: NO / 12-2014 / 2835 N NAOMI ST., BURBANK, CA 91504 / ACTOR -CENTER FOR FAMILY SUPPORT/ CFS POSITION: community Rehabilitation support NATURE: Family support program for disabled children INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2023 ADDRESS: 110 Jericho Turnpike suite 103, Floral Park NY 11001, United States DESCRIPTION: I was requested by family friend to mentor and take care of a disabled boy. Please understand that this is not for monetary gain. As the State of New York does pay a small stipend, therefore it will be in my disclosure. I will only spend few hours per week with this child.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-04
• S63 Uniform Securities Agent State Law Examination
  2015-01-13

Other Names

• Sonny Hoang