linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel Thomas Schreiber

Equitable Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samuel? Claim Your Profile

About Samuel Thomas Schreiber

Samuel Schreiber is a registered representative with Equitable Advisors, LLC and has been in the industry since December 2022. Samuel Schreiber is licensed in Connecticut, Massachusetts, and New Hampshire. Samuel Schreiber has a Series 66 and a Series 7TO license, and also holds the SIE certification. Samuel Schreiber's primary business is providing financial planning, portfolio management for individuals and businesses, and pension consulting services to clients.

Firm Information

Samuel Schreiber is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samuel Schreiber’s Registration & Firm History

MA

01/24/2024 - Present

Equitable Advisors, LLC (HATFIELD MA)

Not sure if Samuel Thomas Schreiber is right for you?

Licenses & Designations

BOTH

Issued 01/23/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Thomas Schreiber.
Not sure if Samuel Thomas Schreiber is right for you?