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Sidney Alan Sall

Equitable Advisors, LLC

San Francisco, CA

CRD 409400

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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
CA RA APPROVED 1999-02-27
  • CA RA
    APPROVED
    Since 1999-02-27

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • 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, Llc New York NY 09/1999 06/2020
Equitable Advisors, Llc New York NY 09/1999 Present
Other Businesses

1) MEMBER OF GREAT CHEFS AND WINERIES. PARTICIAPTE IN ANNUTAL FUNDRAISER FOR LIFEHOUSE AGENCY WHICH SERVES THE DEVELOPMENTALLY DISABLED IN THE COMMUNITY. SMITH RANCH RD SAN RAFEL CA. START 01/30/2010. 2) MEMBER OF PLANNED GIVING COMMUNITY AT TEMPLE RODEF SHALOM. 170 N SAN PEDRO RD SAN RAFEL CA 94103. STRATGIZE WITH DEVELOPMENT DIRECTOR FUND LONG TERM CHARTIBALE PLANNING STRATEGIES. START 10/01/2010. 3. Trustee of immediate family trust

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-18
  • S65 Uniform Investment Adviser Law Examination
    1998-12-18
Other Names
  • Sid Sall

View on SEC IAPD

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