AS
AS

Alexander Sankowski

29 Years of Experience
Dawsonville, GA
Broker

Alexander Sankowski is a registered investment advisor at Equitable Advisors, LLC, based in Dawsonville, GA, with 29 years of industry experience. Alexander 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

Dawsonville, GA

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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.

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Employment History
Current Registrations
Equitable Advisors, LLCBroker
March 2019 - Present · 7 yrs 2 mos
Equitable Advisors, LLC
March 2019 - Present · 7 yrs 2 mos
Equitable Advisors, LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Advice and Planning Services
June 2016 - February 2019 · 2 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2016 - February 2019 · 2 yrs 8 mos
PNC InvestmentsBroker
November 2009 - February 2016 · 6 yrs 3 mos
PNC Investments
November 2009 - February 2016 · 6 yrs 3 mos
Natcity Investments, INC.
October 2008 - November 2009 · 1 yr 1 mo
Natcity Investments, INC.Broker
February 2008 - November 2009 · 1 yr 9 mos
Horace Mann Investors INCBroker
April 2007 - January 2008 · 9 mos
Phoenix Equity Planning CorporationBroker
January 2006 - April 2007 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
March 2004 - January 2006 · 1 yr 10 mos
Horace Mann Investors INCBroker
February 2003 - February 2004 · 1 yr
U.S. Bancorp Investments, INC.Broker
January 2002 - February 2003 · 1 yr 1 mo
Touchstone Securities, INC.Broker
April 2000 - January 2002 · 1 yr 9 mos
Arm Securities CorporationBroker
February 1997 - April 2000 · 3 yrs 2 mos
PNC Brokerage CORPBroker
May 1996 - February 1997 · 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.