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Seong Hahn

33 Years of Experience
Saddle Brook, NJ
1 DisclosureBrokerSells Insurance

Seong Hahn is a registered investment advisor at Equitable Advisors, LLC, based in Saddle Brook, NJ, with 33 years of industry experience. Seong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

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

250 Pehle Avenue, Suite 300 - Park 80 W Plaza 2, Saddle Brook, NJ, 07663

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Denied
Other Business ActivitiesSells Insurance

Seong is the trustee of an irrevocable trust for his mother since 1999 and an independent agent selling fixed insurance products. He also owns A Place At Home- Westwood, a home care service, dedicating about a quarter of his time to it.

Employment History
Current Registrations
Equitable Advisors, LLC
January 2023 - Present · 3 yrs 4 mos
Equitable Advisors, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
PNC Investments
November 2004 - January 2023 · 18 yrs 2 mos
PNC InvestmentsBroker
January 2004 - January 2023 · 19 yrs
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
December 2000 - June 2002 · 1 yr 6 mos
Chase Investment Services CORP.Broker
July 1997 - December 2000 · 3 yrs 5 mos
NationssecuritiesBroker
July 1993 - August 1994 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
February 1991 - July 1993 · 2 yrs 5 mos
Prudential-Bache Securities INC.Broker
July 1990 - February 1991 · 7 mos
Blinder, Robinson & CO., INC.Broker
December 1989 - May 1990 · 5 mos
State Registrations6 states
CTFLNJNYVAWA
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.