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 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

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

    Vice PresidentCRD 4665021

  • 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