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Shawn Alan Berwager

Equitable Advisors, LLC

Collegeville, PA

Glenmoore, PA

CRD 4418807

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-03-12
PA RA APPROVED 2013-01-01
  • TX RA
    APPROVED
    Since 2013-03-12
  • PA RA
    APPROVED
    Since 2013-01-01

Branch Locations

Collegeville, PA • United States

1610 Fairview Road, Glenmoore, PA 19343 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 11/2012 06/2020
Equitable Advisors, Llc New York NY 11/2012 Present
Other Businesses

1) DBA A.P. LUBRANO & COMPANY, INC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-02-08
S65 Uniform Investment Adviser Law Examination 2012-12-28
  • S63 Uniform Securities Agent State Law Examination
    2013-02-08
  • S65 Uniform Investment Adviser Law Examination
    2012-12-28
Other Names
  • Shawn A. Berwager

View on SEC IAPD

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