Best Investors Account Sign in

Shanghao Su

Equitable Advisors, LLC

Wellesley, MA

Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
  • TX RA
    APPROVED
    Since 2024-11-20

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Equitable Advisors, Llc New York NY 08/2024 Present
Aramark At Fenway Park Boston MA 04/2019 10/2020
Nansha College Preparatory School Guangzhou 08/2013 06/2017
Boston University Boston MA 08/2017 05/2021
Brandeis University Waltham MA 08/2022 02/2024
Unemployed Waltham MA 03/2024 07/2024
Unemployed Boston MA 06/2021 07/2022
  • 08/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 04/2019 → 10/2020
    Aramark At Fenway Park
    Boston, MA
  • 08/2013 → 06/2017
    Nansha College Preparatory School
    Guangzhou
  • 08/2017 → 05/2021
    Boston University
    Boston, MA
  • 08/2022 → 02/2024
    Brandeis University
    Waltham, MA
  • 03/2024 → 07/2024
    Unemployed
    Waltham, MA
  • 06/2021 → 07/2022
    Unemployed
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07
Other Names
  • Gary Su

View on SEC IAPD

Other Firms

PEAK FINANCIAL MANAGEMENT INC
FOCUS PARTNERS WEALTH, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MORGAN STANLEY
SLC MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

More in Wellesley, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor