AZ
Adi Zalcman
EQUITYBEE SECURITIES
PALO ALTO, CA 94301
CRD#: 8202255
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AZ
Adi ZalcmanEQUITYBEE SECURITIES
Professional summary
Adi Zalcman, who also goes by Adi Shaked, is a registered financial professional currently at EQUITYBEE SECURITIES, LLC located in Palo Alto, California.
Adi is registered as a RR (Registered Representative) and started their career in finance in 2026. Adi has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.
Aliases
Adi Shaked
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.
CRS (Client Relationship Summary) - BD
Click below to view Adi Zalcman'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
April 20, 2026 - Present
EQUITYBEE SECURITIES, LLC
Office #1: 955 Alma Street. Suite B, Palo Alto, CA 94301BD
CRD#: 41896
PALO ALTO, CA
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
Alabama(4/24/2026)
RR
Alaska(4/24/2026)
RR
Arizona(4/24/2026)
RR
Arkansas(4/24/2026)
RR
California(4/24/2026)
RR
Colorado(4/24/2026)
RR
Connecticut(4/24/2026)
RR
Delaware(4/24/2026)
RR
District of Columbia(4/24/2026)
RR
Florida(4/24/2026)
RR
Georgia(4/24/2026)
RR
Hawaii(4/24/2026)
RR
Idaho(4/24/2026)
RR
Illinois(4/24/2026)
RR
Indiana(4/24/2026)
RR
Iowa(4/24/2026)
RR
Kansas(4/24/2026)
RR
Kentucky(4/24/2026)
RR
Louisiana(4/24/2026)
RR
Maine(4/24/2026)
RR
Maryland(4/24/2026)
RR
Massachusetts(4/24/2026)
RR
Michigan(4/24/2026)
RR
Minnesota(4/24/2026)
RR
Mississippi(4/24/2026)
RR
Missouri(4/24/2026)
RR
Montana(4/24/2026)
RR
Nebraska(4/24/2026)
RR
Nevada(4/24/2026)
RR
New Hampshire(4/24/2026)
RR
New Jersey(4/24/2026)
RR
New Mexico(4/24/2026)
RR
New York(4/24/2026)
RR
North Carolina(4/24/2026)
RR
North Dakota(4/24/2026)
RR
Ohio(4/24/2026)
RR
Oklahoma(4/24/2026)
RR
Oregon(4/24/2026)
RR
Pennsylvania(4/24/2026)
RR
Puerto Rico(4/24/2026)
RR
Rhode Island(4/24/2026)
RR
South Carolina(4/24/2026)
RR
South Dakota(4/24/2026)
RR
Tennessee(4/24/2026)
RR
Texas(4/24/2026)
RR
Utah(4/24/2026)
RR
Vermont(4/24/2026)
RR
Virginia(4/24/2026)
RR
Washington(4/24/2026)
RR
West Virginia(4/24/2026)
RR
Wisconsin(4/24/2026)
RR
Wyoming(4/24/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 4/20/2026
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EQUITYBEE SECURITIES, LLC
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC
CRD#: 41896 / SEC#: , 8-49621
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information
Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Mailing Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Phone number
(650) 847-1149
Established
Delaware since 03/04/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Red Flags
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Company Information
EQUITYBEE SECURITIES, LLC
CRD#: 41896Palo Alto, CA 94301TRUST BUT VERIFY
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