Ralph Talbert Shinn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1993 → 05/2019
  Shinn Consultants Pc Cpa'S
  Ft Collins, CO
• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2019 → Present
  Clear Path Advisors
  Fort Collins, CO
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. CPA IN TRUSTED ADVISOR PRACTICE; WWW.MYCPAFC.COM. 2. ADMINISTRATOR OF NON-FAMILY MEMBER TRUST - AS PART OF CPA PRACTICE. 3. SHINN REAL PROPERTY, LLC / HEIBAI, LLC / GILPIN REAL PROPPERTY LLC / 44TH REAL PROPERTY, LLC / S&G LAMONA, LLC / LARKSPUR REAL PROPERTY LLC / VENUS REAL PROPERTY LLC / CASHNCLOSE LLC (2); PROPERTY MANAGER - RENTALS; START 7/14/2014; APPROX 10 HOURS/MONTH. 4. THE FORT RECOVERY, INC; 1317 WEBSTER AVE, FORT COLLINS, CO 80524; TREASURER; START 5/13/2025; APPROX 40 HOURS/MONTH. 5. 1317 TIC OWNERSHIP GROUP; 1942 E LINCOLN, FORT COLLINS, CO 80524; 50% OWNER; START 2/3/2025; APPROX 5 HOURS/MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-13
• S65 Uniform Investment Adviser Law Examination
  1999-09-13

Other Names

• Ralph Taibert Shinn