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Sarah Egan Mitrotz

Equitable Advisors, LLC

Bala Cynwyd, PA

Philadelphia, PA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-12
  • PA RA
    APPROVED
    Since 2025-11-12

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Philadelphia, PA • 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
Vicus Capital State College PA 08/2017 05/2022
Unemployed State College PA 09/2016 07/2017
Cetera Advisor Networks El Segundo CA 06/2019 05/2022
Equitable Advisors, Llc New York NY 03/2023 Present
Equitable Bala Cynwyd PA 02/2023 Present
Unemployed Philadelphia PA 06/2022 01/2023
  • 08/2017 → 05/2022
    Vicus Capital
    State College, PA
  • 09/2016 → 07/2017
    Unemployed
    State College, PA
  • 06/2019 → 05/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 02/2023 → Present
    Equitable
    Bala Cynwyd, PA
  • 06/2022 → 01/2023
    Unemployed
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
S63 Uniform Securities Agent State Law Examination 2019-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15
  • S63 Uniform Securities Agent State Law Examination
    2019-09-18

View on SEC IAPD

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Other Investors

SETH Andrew KAMENS
CHAD WAYNE REED
Timothy Patrick Clifford
Jeannette Marie Jeffers
RUSSELL ANTHONY MURRAY
Ricardo Eduardo Vielledent
Hailey Burroughs Ellis
Michelle Josephine Graham

Other Offices

AWH FINANCIAL, LLC · BALA CYNWYD, PA
PST ADVISORS, LLC · BALA CYNWYD, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA
OSAIC WEALTH, INC. · Bala Cynwyd, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
OUP MANAGEMENT CO., LLC · BALA CYNWYD, PA
RADCLIFFE CAPITAL MANAGEMENT, L.P. · BALA CYNWYD, PA

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