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Christopher E Shockowitz

Equity Advisors, LLC

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About Christopher E Shockowitz

Christopher Shockowitz is a registered Investment Advisor Representative associated with Equity Advisors, LLC. Christopher is also a Chief Operating Officer for Tax Deferral Strategies LLC and a science fiction author. Christopher has been in the securities industry since May 1991. The advisor has passed the Series 65 examination.

Firm Information

Christopher Shockowitz is currently registered with Equity Advisors, LLC. Equity Advisors, LLC is an investment advisor with 5 licensed agents and 5 investment adviser representatives. They manage approximately $18.7 million in regulatory assets under management for 48 individual clients. The firm offers portfolio management for individuals and provides consulting services.

$18.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Christopher Shockowitz’s Registration & Firm History

NV

08/29/2022 - Present

Equity Advisors, LLC (Reno NV)

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Licenses & Designations

IA

Issued 11/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher E Shockowitz.
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