Sidney Ma, financial advisor Wayland MA

Sidney Ma

CRD Number: 4261875
Current Firm: Equitable Advisors, LLC

Sidney Ma (CRD# 4261875) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wayland, MA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Dec 2001 - Current 19
Axa Advisors, LLC New York, NY Dec 2001 - Jun 2020 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Sep 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sidney Ma
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
    17,885
    MILLIONS
  • Total Number of Accounts
    55,098
    ACCOUNTS
  • Average Account Value
    $324,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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