Brian J Zellner
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Equitable Advisors, LLCFeb 2026 to now
- EquitableFeb 2026 to now
- D.A. Davidson & Co.Apr 2018 to Feb 2026
- Extended TravelJan 2018 to Apr 2018
- Bambis Christmas TreesNov 2017 to Dec 2017
- Glacier Park Inc.May 2017 to Oct 2017
- Dillon Ridge LiquorsDec 2016 to Apr 2017
- Vail ResortsDec 2016 to Apr 2017
- On Guard SecurityDec 2016 to Mar 2017
- LPL FinancialMar 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4269140
- Firm CRD
- 6627