Edward Louis Sorrentino

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

• 07/2018 → 05/2022
  Baruch College
  New York, NY
• 07/2014 → 06/2018
  St. Anthony's Hs
  Huntington, NY
• 03/2022 → 04/2023
  Phx Financial Services
  Happauge, NY
• 05/2023 → Present
  Equitable Advisors, Llc.
  Woodbury, NY
• 04/2019 → 12/2020
  Dnr Consulting
  Islandia, NY
• 03/2023 → 04/2023
  By-The-Numbers Llc
  Ronkonkoma, NY

Other Businesses

OUTSIDE HEALTH INSURANCE: United Healthcare Oxford, Anthem

Exams

• S66 Uniform Combined State Law Examination
  2023-03-21
• S63 Uniform Securities Agent State Law Examination
  2022-08-17