Adi Zalcman
Professional Summary
Adi Zalcman, who also goes by Adi Shaked, is a registered financial advisor currently at EQUITYBEE SECURITIES, LLC. 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Adi Shaked
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
Current Firm
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC
Contact Information
Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301Mailing Address
955 Alma Street. Suite B, Palo Alto, CA 94301Phone Number
(650) 847-1149Established
Delaware since 03/04/1998Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
State Registrations and Notice Filings
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Apr 2026About the Series 82TO examSRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
CRS (Client Relationship Summary) - BD
Click below to view Adi Zalcman's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
DAKOTA WEALTH, LLC
LEGACY PATH ADVISORS LLC
