Best Investors Account Sign in

Shay Desai

Equitable Advisors, LLC

Scottsdale, AZ

CRD 8269077

Claim This Profile
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
AZ RA APPROVED 2026-06-15
  • AZ RA
    APPROVED
    Since 2026-06-15

Branch Locations

14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Awake Energy Tempe AZ 06/2024 08/2024
Arizona State University Tempe AZ 08/2022 05/2026
Singularity Capital Tucson AZ 06/2024 07/2024
Chipotle Oro Valley AZ 05/2023 08/2023
Chipotle Oro Valley AZ 08/2021 08/2022
Unemployed Tucson AZ 05/2016 07/2021
Unemployed Tucson AZ 05/2026 06/2026
Equitable Advisors, Llc New York City NY 06/2026 Present
  • 06/2024 → 08/2024
    Awake Energy
    Tempe, AZ
  • 08/2022 → 05/2026
    Arizona State University
    Tempe, AZ
  • 06/2024 → 07/2024
    Singularity Capital
    Tucson, AZ
  • 05/2023 → 08/2023
    Chipotle
    Oro Valley, AZ
  • 08/2021 → 08/2022
    Chipotle
    Oro Valley, AZ
  • 05/2016 → 07/2021
    Unemployed
    Tucson , AZ
  • 05/2026 → 06/2026
    Unemployed
    Tucson , AZ
  • 06/2026 → Present
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-09
  • S66 Uniform Combined State Law Examination
    2026-02-09
Other Names
  • Shay Desai
  • Shay R Desai

View on SEC IAPD

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor