Shemlah
Naphish

Equitable Advisors, LLC

CRD#7323476
Investment Advisor
in Atlanta, GA

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About this Advisor

Shemlah Naphish is a financial advisor based out of Atlanta, Georgia. Naphish is an advisor for Equitable Advisors, LLC. Naphish has gained experience at Pruco Securities LLC, Southern Financial Group, Burger King, Child Center Of Ny, Double Zero, Earth Fare, Usit, Emory University - Hugh F. Mcmilian Law Library, Thunderzone, Full Time Student At Emory University, Uber, Alma Cocina and Equitable Advisors LLC. Naphish holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Equitable Advisors, LLC is a financial advisory firm operating out of New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It administers $25 billion in assets under management across its 75,222 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a wide set of services, including 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. Financial advisory fees typically vary depending on the services provided. However, fee types billed by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

780 Johnson Ferry Road Suite 600
Atlanta, GA 30342

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

GA Average: 88
Total Number of Accounts

75,222

GA Average: 3,892
Average Account Size

$326,438

GA 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

Shemlah Naphish Work History

Shemlah has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Equitable Advisors LLC

2022 - 2022 (< 1 year)

Pruco Securities LLC

2020 - 2022 (2 years)

Southern Financial Group

2019 - 2019 (< 1 year)

Burger King

2018 - 2018 (< 1 year)

Child Center Of Ny

2017 - 2017 (< 1 year)

Double Zero

2017 - 2017 (< 1 year)

Earth Fare

2017 - 2017 (< 1 year)

Usit

2016 - 2017 (1 year)

Emory University - Hugh F. Mcmilian Law Library

2016 - 2016 (< 1 year)

Thunderzone

2015 - 2016 (1 year)

Full Time Student At Emory University

2014 - 2015 (1 year)

Uber

2014 - 2014 (< 1 year)

Alma Cocina

2012 - 2014 (2 years)

Full Time Student At Emory University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shemlah Naphish 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

William Sorrentino
Edison, NJ
Karan Mirchandani
New York, NY
Jennifer Farris
Trussville, AL
Michael Stenach
Minneapolis, MN
Jeffrey Desmarais
Shelton, CT
Brian Kelly
Houston, TX
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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