Sarah Andrews Emanuels
Investment adviser representative at Eq Wealth Management
11 yearsExperience
2 statesRegistered in
$941.7MFirm assets
8 yearsFirm in business
Are you Sarah Andrews Emanuels? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Eq Wealth ManagementJun 2024 to now
- Alphasights Inc.Sep 2022 to Mar 2024
- AffirmaMar 2022 to Jun 2022
- Eq Wealth ManagementApr 2021 to Mar 2022
- N/aOct 2020 to Mar 2021
- Family NannyMar 2019 to Sep 2020
- N/aOct 2018 to Feb 2019
- Zara USAJun 2018 to Sep 2018
- N/aOct 2017 to May 2018
- Tam O'shanter Golf & Country ClubJun 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, WA).
Eq Wealth Management
Legal name: Eq, LLC
$941.7MAssets managed
544Clients
9Advisers
8 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
- 7946212
- Firm CRD
- 291033