Max
Shaffer

Equitable Advisors, LLC

CRD#6386979
Investment Advisor
in Fort Collins, CO

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About this Advisor

Max Shaffer is a financial advisor based in Fort Collins, Colorado, working with Equitable Advisors, LLC. Max has previously held positions at U.S. Army Reserves, Notary Public, Axa Advisors, LLC, and Equitable Advisors, LLC. Max has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Idaho, Minnesota, and Wyoming. Currently, Max is part of Equitable Advisors, LLC, which operates out of Fort Collins, Colorado. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

702 W. Drake Road Bldg. D
Fort Collins, CO 80526

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

CO Average: $7,464,549,021
Total Number of Employees

5,565

CO Average: 88
Total Number of Accounts

79,686

CO Average: 3,892
Average Account Size

$373,668

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Max Shaffer Work History

2014 - Present (10 years)

Equitable Advisors, LLC

2014 - 2022 (8 years)

U.S. Army Reserves

2014 - 2020 (6 years)

Axa Advisors, LLC

2012 - 2016 (4 years)

Notary Public

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Disclosures

Please visit the SEC profile of Max Shaffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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