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Shane Kennedy Cameron

Equitable Advisors, LLC

Conshohocken, PA

Philadelphia, PA

CRD 6996144

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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
PA RA APPROVED 2018-09-26
  • PA RA
    APPROVED
    Since 2018-09-26

Branch Locations

15 E Ridge Pike, Conshohocken, PA 19428 • United States

1332 Point Breeze Avenue 1, Philadelphia, PA 19146 • 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
Bryn Mawr Trust Swarthmore PA 09/2016 08/2018
Tompkins Trust Co. Ithaca NY 01/2008 09/2016
Axa Advisor, Llc New York NY 08/2018 06/2020
Equitable Advisors, Llc New York NY 08/2018 Present
  • 09/2016 → 08/2018
    Bryn Mawr Trust
    Swarthmore, PA
  • 01/2008 → 09/2016
    Tompkins Trust Co.
    Ithaca, NY
  • 08/2018 → 06/2020
    Axa Advisor, Llc
    New York, NY
  • 08/2018 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

1) DBA Firstrust Financial Resources 2) outside brokerage insurance business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2018-09-07
Other Names
  • Shane K. Cameron
  • Shane Cameron

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARSENAL CAPITAL ADVISORS LLC

Nearby Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA

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