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Mandi Lee Shiel

Equitable Advisors, LLC

Cape Coral, FL

Syracuse, NY

CRD 5850327

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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
FL RA APPROVED 2026-05-18
NY RA APPROVED 2021-05-18
  • FL RA
    APPROVED
    Since 2026-05-18
  • NY RA
    APPROVED
    Since 2021-05-18

Branch Locations

Cape Coral, FL • United States

100 Madison Street Suite 1000, Syracuse, NY 13202 • 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 Equitable, Llc Syracuse NY 06/2013 06/2020
Equitable Syracuse NY 06/2013 Present
  • 06/2013 → 06/2020
    Axa Equitable, Llc
    Syracuse, NY
  • 06/2013 → Present
    Equitable
    Syracuse, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-25
  • S66 Uniform Combined State Law Examination
    2013-11-25
Other Names
  • Mandi Lee Bonner

View on SEC IAPD

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