S&S EQUITY CORP.
Firm details
- Headquarters
- WESTBURY, New York
- CRD number
- 126561
- Fee structure
- Other
Firm profile
FINTRXOverview
S&S Equity Corp. is a small, individually owned corporate advisory entity that operates at the intersection of insurance brokerage and accounting. The firm is classified as an unclassified adviser with a fee structure listed as "other," and it does not position itself as a capital allocator. Its regulatory footprint shows limited advisory activity: it is not a multi-state adviser, is not flagged as an active ESG investor, and does not identify as a pension consultant or related adviser. The firm's business profile and industry affiliation emphasize insurance brokering and accounting services, which suggests investment advisory work is a secondary or complementary line to its core insurance/accounting practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DANIEL SACKOWITZ
Vice PresidentCRD 4665021
JAY SHULMAN
PresidentCRD 4665028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
DSJ WEALTH MANAGEMENT LLC
RIAWESTBURY, NY
GOLD STAR ASSET MANAGEMENT, LLC
RIAWESTBURY, NY
THE FLORIO WEALTH MANAGEMENT GROUP
RIAWESTBURY, NY
PERSONAL ASSET STRATEGIES, INC.
RIAWESTBURY, NY
INVICTUS TIMING SERVICE LTD
RIAWESTBURY, NY
NOMURA ASSET MANAGEMENT U.S.A. INC.
RIANew York, NY