Aaron Michael Shapo
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Equitable Advisors, LLCDec 2025 to now
- UnemployedAug 2025 to Dec 2025
- Communities First Inc.Jun 2024 to Dec 2024
- Bender Jcc of Greater WashingtonJun 2023 to Aug 2023
- Michigan State UniversityAug 2021 to May 2025
- Papa John's PizzaJun 2021 to Jul 2021
- DoordashJan 2021 to Aug 2025
- Giant FoodAug 2018 to May 2020
- Oakton High SchoolAug 2017 to May 2021
- Rachel Carson Middle SchoolNov 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MD, OH, TX).
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
- 8187365
- Firm CRD
- 6627