Best Investors Account Sign in

Sarah Tomaszewski

Equitable Advisors, LLC

Clayton, MO

Green Bay, WI

Depere, WI

Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
MO RA APPROVED 2020-03-12
WI RA APPROVED 2018-01-22
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • MO RA
    APPROVED
    Since 2020-03-12
  • WI RA
    APPROVED
    Since 2018-01-22

Branch Locations

7733 Forsyth Blvd Suite 1100, Clayton, MO 63105 • United States

Green Bay, WI • United States

1540 West Main Ave. Ste A, Depere, WI 54115 • 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
Axa Advisors New York NY 03/2016 06/2020
Nexstep Financial Group, Llc De Pere WI 04/2015 Present
Equitable Advisors, Llc New York NY 03/2016 Present
  • 03/2016 → 06/2020
    Axa Advisors
    New York, NY
  • 04/2015 → Present
    Nexstep Financial Group, Llc
    De Pere, WI
  • 03/2016 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

DBA Nexstep Financial Group, LLC; Administrator or executor of an estate or trustee of a trust for a non-family or family member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-17
  • S66 Uniform Combined State Law Examination
    2017-02-17
Other Names
  • Sarah Jean Kaster

View on SEC IAPD

Other Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC
SIXTHIRTY VENTURES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOCUS PARTNERS WEALTH, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz
Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

More in Clayton, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor