Roman James Sessa

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

• 01/2023 → 05/2023
  Keyes, Stange & Wooten Wealth Management, Llc
  Palm Coast, FL
• 05/2020 → 01/2023
  Equitable Advisors, Llc
  Sarasota, FL
• 01/2016 → 12/2019
  Publix Supermarkets
  Sarasota, FL
• 08/2015 → 05/2019
  Cardinal Mooney High School
  Sarasota, FL
• 06/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 05/2023 → 06/2023
  Unemployed
  Sarasota, FL
• 09/2019 → 05/2023
  Stetson University
  Deland, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09

Other Names

• Roman James Sessa
• Roman J Sessa