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Sonny Thi Hoang

Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Equitable Advisors, LLCOct 2024 to now
  2. Center for Family Support/ CfsJul 2023 to now
  3. Senior Services of North AmericaOct 2020 to now
  4. Entertainment Partners / Gep Centcast LLCDec 2014 to now
  5. Level GroupApr 2019 to Nov 2022
  6. Sonny HoangJul 2018 to Apr 2022
  7. VipkidsJul 2018 to Jan 2021
  8. Jis InterpretingJul 2016 to Apr 2022
  9. Samuel Realty LLCApr 2016 to Apr 2022
  10. Transamerica Financial Advisors, IncDec 2014 to Sep 2024
  11. World Financial Group, Inc.Mar 2014 to Sep 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Equitable Advisors, LLC

$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6432436
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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