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Sheri Lee Myung Tuttle

Equitable Advisors, LLC

Syracuse, NY

CRD 8167440

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-22
OH RA APPROVED 2026-01-15
NY RA APPROVED 2025-11-25
  • MI RA
    APPROVED
    Since 2026-01-22
  • OH RA
    APPROVED
    Since 2026-01-15
  • NY RA
    APPROVED
    Since 2025-11-25

Branch Locations

507 Plum Street Suite 200, Syracuse, NY 13204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Salvation Army Empire State Division Syracuse NY 10/2011 01/2018
Src, Inc. North Syracuse NY 01/2018 12/2021
Saab, Inc. East Syracuse NY 12/2021 11/2025
Equitable Advisors, Llc. New York NY 11/2025 Present
  • 10/2011 → 01/2018
    The Salvation Army Empire State Division
    Syracuse, NY
  • 01/2018 → 12/2021
    Src, Inc.
    North Syracuse, NY
  • 12/2021 → 11/2025
    Saab, Inc.
    East Syracuse, NY
  • 11/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
Other Names
  • Sheri Tuttle

View on SEC IAPD

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