Shebna Olsen-Shillibeer
Shebna Olsen-Shillibeer is a registered investment advisor at Equitable Advisors, LLC, based in New York, NY, with 33 years of industry experience. Shebna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
1290 Avenue of the Americas, 4th Fl, New York, NY, 10104
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1995Other Business Activities
Shebna is an advisory board member for the UConn School of Business student-managed investment fund, mentoring students in career development. She also serves as a board member/treasurer for the Sunset Village at Sandpiper Bay Golf & Country Club homeowner's association and owns a rental condo, dedicating minimal time to these activities.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
The Windmill Group, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.