Shannon Nicole Frady
Investment adviser representative at Equitable Advisors, LLC
2 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Shannon Nicole Frady? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
2 years in the industry.
- Equitable Advisors, LLCMay 2018 to now
- Anne LondonMay 2018 to now
- AXA Advisors, LLCMay 2018 to Jun 2020
- PNC BankJan 2018 to Apr 2018
- UnemployedJun 2017 to Dec 2017
- Allen & co of FloridaAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6406609
- Firm CRD
- 6627