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Ezra Eddie Shammay

Equitable Advisors, LLC

Wellesley, MA

CRD 3100363

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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
NH RA APPROVED 2026-04-27
  • NH RA
    APPROVED
    Since 2026-04-27

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
Axa Advisors, Llc New York NY 12/2001 06/2020
Equitable Advisors, Llc New York NY 12/2001 Present
Other Businesses

1.Approved to conduct business activity outside of the Equitable Network Crump.2. Zionist House C/O Shimshon Erenfeld 102 Meadowbrook Rd Newton MA 02459, Board Member, to select Jewish organizations in the Boston area that provide recreational, educational, and physical services for individuals that support the state of Israel and its people, 12/18/2019, 4, zero compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-10
S63 Uniform Securities Agent State Law Examination 1998-08-14
  • S65 Uniform Investment Adviser Law Examination
    1999-05-10
  • S63 Uniform Securities Agent State Law Examination
    1998-08-14
Other Names
  • Ezra Eddie Shammay
  • Erza Eddie Shammay

View on SEC IAPD

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