Equity Shift, Inc.

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
309841
Registered since
May 5, 2021

Firm profile

FINTRX

Overview

Equity Shift, Inc. is organized as a corporation and registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the available data and does not identify itself as a capital allocator, pension consultant, related adviser, or active ESG investor. It also does not report operating as a multi-state adviser or as a newly formed adviser under the available attributes. The firm supplied no descriptive material about its advisory activities, business lines, client segments, fee structures, or affiliations, so its investment focus, service model, and target clients cannot be determined from the provided records.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • William Portwood

    CFOCRD 4853700

  • William Duckett

    William Duckett

    COO & Co-FounderCRD 7270660

  • Thomas Gordon

    Thomas Gordon

    Chief Executive OfficerCRD 7270771

Contacts

3 of 4
  • Phillip Roberts

    Phillip Roberts

    Vice President of SalesCRD 6182908

  • Michael Podvin

    Director of OperationsCRD 5944568

  • Colby Hagen

    Colby Hagen

    Vice PresidentCRD 8115571

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
434 Fayetteville St
Time zone
ET (UTC-5)
Office locations

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