Mandi
Shiel
Equitable Advisors, LLC
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About this Advisor
Mandi Shiel is a financial advisor who works out of Syracuse, New York, with 2 years of industry experience. Shiel is currently employed by Equitable Advisors, LLC. Over the course of their career, Shiel has held roles at Axa Equitable LLC, Axa Equitable, LLC and Equitable. Shiel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in New York. Equitable Advisors, LLC is a financial advisory firm that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It has $25 billion in assets between its 75,222 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% belong to high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC provides a diverse range of services, such as 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 fee schedules usually vary depending on which services the firm provides the client. Fees charged by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Mandi Shiel Work History
Mandi has been registered as a financial advisor for 2 years.*
Equitable
Axa Equitable, LLC
Axa Equitable LLC
*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 Mandi Shiel 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
New York, NY
Syracuse, NY
Falls Church, VA
Dallas, TX
Franklin, TN
Golden, CO
Selma, AL
Mount Pleasant, SC
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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