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Sacha Serog

Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered 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, LLCApr 2026 to now
  2. UnemployedJan 2026 to Apr 2026
  3. Pds Development CorporationSep 2024 to Oct 2025
  4. Asphalt Green Soccer ClubAug 2024 to Mar 2025
  5. Baruch CollegeJan 2024 to Dec 2025
  6. Brasserie CognacNov 2023 to Mar 2024
  7. UnemployedJan 2023 to Oct 2023
  8. Occidental CollegeAug 2022 to Dec 2022
  9. Ample Hills CreameryJun 2022 to Aug 2022
  10. UnemployedJul 2021 to Aug 2022
  11. Bard High School Early College QueensSep 2017 to Jun 2021
  12. William Alexander Middle School 51Sep 2014 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8242897
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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