CS
Christopher E. Shockowitz
EQUITY ADVISORS
Reno, NV
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CRD#: 7466863
CS
Professional summary
Christopher E Shockowitz is a registered financial advisor currently at EQUITY ADVISORS, LLC located in Reno, Nevada.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Tax Deferral Strategies LLC--Business Name: Tax Deferral Strategies Investment Related: Indirectly, it is tax deferral so you have more money to invest. It is not investments. Address: 2540 Sunline Drive, Reno, NV 89523 Business Nature: Defer Capital Gains taxes on the sale of highly appreciated assets Position: Chief Operating Officer Title: COO Start Date: 12/01/2021 Hours per Month: 80 Hours During Securities Trading Hours: 50%, I plan to work with money managers Duties: Marketing and general administration Science Fiction Author--Business Name: Shockowitz Sci Fi (ShockowitzSciFi.com) Investment Related: No Address: 2540 Sunline Drive, Reno, NV 89523 Business Nature: Science Fiction Position: Solopreneur Title: Owner Start Date: 7/01/2016 Hours per Month: 5 Hours During Securities Trading Hours: 0 (I usually work at night) Duties: Marketing my books
CRS (Client Relationship Summary) - RIA
Click below to view Christopher E Shockowitz's 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®
NoneExperience
Current
December 8, 2021 - Present
EQUITY ADVISORS, LLC
RIA
CRD#: 300031
Reno, NV
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/8/2021)
IAR
Nevada(8/29/2022)
Current Firm
EA
EQUITY ADVISORS, LLC
EQUITY ADVISORS, LLC | SHOCKWAVE ADVISORS | LIFELONG RETIREMENT CORP
CRD#: 300031 / SEC#:
California
Registered Investment Advisory firm - (2/8/2019 Approved)Florida
Registered Investment Advisory firm - (3/5/2025 Approved)Missouri
Registered Investment Advisory firm - (8/8/2019 Approved)Nevada
Registered Investment Advisory firm - (6/18/2020 Approved)New Jersey
Registered Investment Advisory firm - (5/22/2020 Approved)North Carolina
Registered Investment Advisory firm - (11/6/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (11/2/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Zepher Cove, NV
Mailing Address
Phone number
(408) 261-2275
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 34,248,743 |
Red Flags
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