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Reece Walter Shaul

Equitable Advisors, LLC

San Francisco, CA

CRD 8174128

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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
CA RA APPROVED 2025-10-27
  • CA RA
    APPROVED
    Since 2025-10-27

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Piedmont Unified School District Piedmont CA 09/2024 Present
Team Prep Usa Rocky Mountain Xc Camp Mt Crested Butte CO 06/2019 08/2019
Chabot College Hayward CA 08/2018 05/2019
Indiana University- Bloomington Bloomington IN 05/2019 05/2024
Indiana University Athletics Bloomington IN 06/2019 08/2022
Piedmont High School Piedmont CA 08/2014 07/2018
Unemployed Piedmont CA 06/2024 08/2024
Equitable Advisors, Llc New York NY 10/2025 Present
  • 09/2024 → Present
    Piedmont Unified School District
    Piedmont, CA
  • 06/2019 → 08/2019
    Team Prep Usa Rocky Mountain Xc Camp
    Mt Crested Butte, CO
  • 08/2018 → 05/2019
    Chabot College
    Hayward, CA
  • 05/2019 → 05/2024
    Indiana University- Bloomington
    Bloomington, IN
  • 06/2019 → 08/2022
    Indiana University Athletics
    Bloomington, IN
  • 08/2014 → 07/2018
    Piedmont High School
    Piedmont, CA
  • 06/2024 → 08/2024
    Unemployed
    Piedmont, CA
  • 10/2025 → Present
    New York, NY
Other Businesses

Piedmont Unified School District, 760 Magnolia Ave, Piedmont, CA 94611, Athletics Coach, September 2024 to present, 60, not investment related. 18734 Walnut Rd LLC, Piedmont, CA, Part Owner, July 2021 to present, no hours per month, not investment related. 310 Riverside Ave LLC, Piedmont, CA, Part Owner, July 2021 to present, no hours per month, not investment related. 385 Moraga Ave LLC, Piedmont, CA, Part Owner, July 2021 to present, no hours per month, not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15
Other Names
  • Reece Shaul
  • Reece Shaul-Proctor
  • Reece Proctor

View on SEC IAPD

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