S&S Equity Corp.

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Advisory reps
2

Firm details

Headquarters
Westbury, New York
CRD number
126561
Fee structure
Other

Firm profile

FINTRX

Overview

S&S Equity Corp. is organized as a corporation and is classified in the dataset as an institutional registered investment adviser with individual ownership. The firm’s publicly listed business activities center on insurance brokerage and accounting rather than traditional wealth management; its advisory activities and client demographics are not detailed. The firm reports a nonstandard fee structure and is not identified as a capital allocator or an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, newly formed adviser, or a related adviser to another manager.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Daniel Sackowitz

    Daniel Sackowitz

    Vice PresidentCRD 4665021

  • Jay Shulman

    Jay Shulman

    PresidentCRD 4665028

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westbury, NY

Nassau

Location

Westbury, NY

Headquartered in Westbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
1400 Old Country Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth