Rafael F Dizon Sy

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

• 04/2015 → 08/2016
  T3 Trading Group,Llc
  New York, NY
• 11/2024 → 04/2025
  Escape Virtuality
  New York, NY
• 11/2023 → 11/2024
  Self Employed
  New York, NY
• 07/2022 → 11/2023
  T&M Digital Asset Management
  New York, NY
• 10/2020 → 07/2022
  Self Employed
  Brooklyn, NY
• 01/2017 → 10/2020
  The Chefs Warehouse
  Bronx, NY
• 08/2016 → 01/2017
  Unemployed
  New York, NY
• 04/2024 → 05/2024
  New York Life
  New York, NY
• 01/2025 → Present
  Equitable Advisors, Llc.
  New York, NY

Other Businesses

Junior Chambers International (JCI), Member Services Vice President, 12hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2024-09-13

Other Names

• Rafael Dizon Sy
• Rafael Sy