Best Investors Account Sign in

Samuel G Sager

Equitable Advisors, LLC

Richmond, VA

CRD 7886220

Claim This Profile
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
VA RA APPROVED 2024-06-28
  • VA RA
    APPROVED
    Since 2024-06-28

Branch Locations

7231 Forest Ave. Suite 300, Richmond, VA 23226 • 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
Equitable Advisors, Llc New York NY 03/2024 Present
Doordash Midlothian VA 02/2024 09/2024
Abc Supply Co Richmond VA 05/2022 08/2022
Brandermill Community Association Midlothian VA 05/2018 08/2021
Swim Club Management Group Henrico VA 05/2017 08/2017
Longwood University Farmville VA 08/2019 12/2023
Clover Hill High School Midlothian VA 09/2016 06/2019
  • 03/2024 → Present
    New York, NY
  • 02/2024 → 09/2024
    Doordash
    Midlothian, VA
  • 05/2022 → 08/2022
    Abc Supply Co
    Richmond, VA
  • 05/2018 → 08/2021
    Brandermill Community Association
    Midlothian, VA
  • 05/2017 → 08/2017
    Swim Club Management Group
    Henrico, VA
  • 08/2019 → 12/2023
    Longwood University
    Farmville, VA
  • 09/2016 → 06/2019
    Clover Hill High School
    Midlothian, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-20
  • S66 Uniform Combined State Law Examination
    2024-06-20
Other Names
  • Samuel Sager
  • Samuel Gregory Sager

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Richmond, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor