Shane Holden Thomas
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
13 years in the industry.
- Equitable Advisors, LLCAug 2023 to now
- Tutta Bella Neapolitan PizzeriaMay 2021 to Dec 2023
- UnemployedApr 2021 to May 2021
- United States NavySep 2020 to Apr 2021
- Trader Joe'sJul 2018 to Sep 2020
- Field of Champions Batting CagesJan 2018 to Jul 2018
- University of Hawaii At HiloJun 2017 to Jan 2018
- Issaquah High SchoolJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7797859
- Firm CRD
- 6627