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Sidney M
Series 63, Series 66
Wayland, MA
Equitable Advisors
Sidney Ma is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors, LLC for 19 years. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee of trusts, including responsibilities related to estate planning and power of attorney for family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, using both proprietary and third-party solutions.
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