AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AS

Antoine D. Shamlee

NI ADVISORS
Parlin, NJ
Some features on this profile are disabled
CRD#: 4750442
AS

Professional summary


Antoine Devon Shamlee, who also goes by Antoine Shamlee, Devon Shamlee, is a registered financial professional currently at NI ADVISORS located in Parlin, New Jersey.

Antoine is registered as a RR (Registered Representative) and started their career in finance in 2005. Antoine has worked at 10 firms and has passed the Series 63, Series 82TO, Series 22TO, Series 52TO, Series 99TO, SIE, Series 7, Series 26, Series 39, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Antoine Shamlee | Devon Shamlee

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Antoine Devon Shamlee's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 22, 2025 - Present

NI ADVISORS

RIA
BD
CRD#: 134502
Parlin, NJ
Past

June 17, 2016 - October 5, 2023

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

July 2, 2013 - May 3, 2016

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

October 10, 2012 - June 28, 2013

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

January 20, 2010 - October 3, 2012

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

February 19, 2008 - January 14, 2010

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

June 28, 2007 - March 11, 2008

EMERALD INVESTMENTS, INC.

BD
CRD#: 139511
NEW YORK, NY
Past

February 7, 2007 - July 6, 2007

REID & RUDIGER LLC

BD
CRD#: 47263
NEW YORK, NY
Past

July 13, 2005 - January 19, 2007

S.W. BACH & COMPANY

BD
CRD#: 43522
NEW YORK, NY
Past

February 15, 2005 - July 11, 2005

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/3/2025)
RR
California
(3/7/2025)
RR
Florida
(4/14/2025)
RR
Illinois
(4/22/2025)
RR
Massachusetts
(4/30/2025)
RR
Minnesota
(5/27/2025)
RR
New Jersey
(2/28/2025)
RR
New York
(5/9/2025)
RR
Texas
(3/19/2025)
RR
Virginia
(4/22/2025)
RR
Washington
(3/10/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 3/25/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 22TO
Date: 3/25/2025
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/25/2025
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 3/25/2025
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NA
NI ADVISORS
NI ADVISORS

CRD#: 134502 / SEC#: , 8-66841

California
Registered Investment Advisory firm - SEC (5/23/2012 Approved)
Colorado
Registered Investment Advisory firm - SEC (7/29/2022 Approved)
Florida
Registered Investment Advisory firm - SEC (4/9/2024 Approved)
Massachusetts
Registered Investment Advisory firm - SEC (1/4/2023 Approved)
New Jersey
Registered Investment Advisory firm - SEC (1/11/2023 Approved)
Rhode Island
Registered Investment Advisory firm - SEC (2/11/2022 Approved)
Texas
Registered Investment Advisory firm - SEC (2/25/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1138 Cadillac Court, Milpitas, CA 95035-3058
Mailing Address
1138 Cadillac Court, Milpitas, CA 95035
Phone number
(510) 306-7777
Established
California since 01/01/2005
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
16

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GOY, SUIHOCKPRESIDENT, CFO, DIRECTOR, CHIEF COMPLIANCE OFFICER2821380
POSTREL, HELENE BERSONFINOP2240945

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 3,560,000

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NI ADVISORS

CRD#: 134502Parlin, NJ

TRUST BUT VERIFY

Monitor Antoine Shamlee

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics