Shane
Mccormick
Equitable Advisors, LLC
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About this Advisor
Shane Mccormick is a financial advisor based out of Buffalo, New York with a total of 14 years of relevant experience. Mccormick works at Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Mccormick has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Florida, Georgia, Michigan, New York, North Carolina, Ohio, Pennsylvania, Vermont, Virginia and Washington. Equitable Advisors, LLC is an advisory firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 employees. It handles $25 billion in assets under management between its 75,222 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets. Equitable Advisors, LLC provides a wide range 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 management fees vary depending on the type of financial services. However, fees billed by Equitable Advisors, LLC likely include any combination of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$24,555,313,983
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5,251
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
75,222
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$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
Shane Mccormick Work History
Shane has been registered as a financial advisor for 14 years.*
Equitable Advisors, LLC
Axa Advisors, 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 Shane Mccormick 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
Edison, NJ
Houston, TX
Trussville, AL
Minneapolis, MN
Stamford, CT
Falls Church, VA
Selma, AL
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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