CH
ChFC
CH
ChFC

Cheryl Hammer

38 Years of Experience
New York, NY
Broker

Cheryl Hammer is a ChFC-designated registered investment advisor at Equitable Advisors, LLC, based in New York, NY, with 38 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4645 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

1290 Avenue of the Americas, 4th Fl, New York, NY, 10104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Cheryl was previously associated with the Society of Financial Services Professionals, but this relationship has ended.

Employment History
Current Registrations
Equitable Advisors, LLC
June 2005 - Present · 21 yrs 4 mos
Equitable Advisors, LLC
June 2005 - Present · 21 yrs 4 mos
Equitable Advisors, LLCBroker
June 2005 - Present · 21 yrs 4 mos
Previous Registrations
Mony Securities Corporation
June 2002 - June 2005 · 3 yrs
Mony Securities CorporationBroker
January 1993 - June 2005 · 12 yrs 5 mos
Equico Securities, INC.Broker
January 1989 - January 1993 · 4 yrs
The Equitable Life Assurance Society of the United StatesBroker
January 1989 - January 1993 · 4 yrs
Chemical Securities, INC.Broker
April 1987 - July 1988 · 1 yr 3 mos
State Registrations9 states
ALCACTFLILMDNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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