LPL Financial
42yrs
Top advisor by experience in Woodbridge
11yrs
Peter Shaker
Financial advisor at Equitable Advisors
Based in Woodbridge, New Jersey, Peter Shaker is a fiduciary financial advisor with 11 years of industry experience. Peter joined Equitable Advisors in 2026, after a year at Osaic Wealth. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 103 advisors with offices in Woodbridge, and one of 101 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 52% of advisors at Equitable Advisors
Office90 Woodbridge Center Drive 7th Floor, Woodbridge, NJ 07095
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowEquitable Advisors, LLCCurrent firm
- Aug 2024 – Sep 2025Osaic Wealth, Inc.Previously
- 2018 – 2022Equitable Advisors, LLCPreviously
Contact Peter
Local office(732) 326-5200Ask for Peter. (212) 314-4600Main office · New York, NY 90 Woodbridge Center Drive 7th FloorWoodbridge, NJ 07095Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Peter’s local office at (732) 326-5200 or the Equitable Advisors main office at (212) 314-4600, and ask for Peter Shaker.
How long has Peter been a financial advisor?
Peter has been in the industry since 2016, about 11 years. More experience than 52% of advisors at Equitable Advisors.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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