Brenden Gregory Shaffer
Investment adviser representative at Equitable Advisors, LLC
9 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
9 years in the industry.
- Equitable Advisors, LLC.Sep 2025 to now
- Cutco/vector MarketingJan 2025 to Sep 2025
- DoordashJan 2025 to Sep 2025
- J.C Orr & SonMay 2024 to Aug 2024
- Gannon UniversityAug 2020 to Dec 2024
- Orr Lumber & Building SupplyMay 2020 to Dec 2023
- Altoona Area High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8068408
- Firm CRD
- 6627