Zachary Levy
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Equitable Advisors, LLCSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Good As Gone Junk RemovalMay 2022 to Aug 2023
- Southern New Hampshire UniversityAug 2020 to May 2024
- Marty's Fine WinesFeb 2020 to Jun 2021
- Wayside Athletic ClubFeb 2020 to Jun 2021
- Dunkin' DonutsJul 2018 to Sep 2019
- Hopkinton High SchoolAug 2016 to Aug 2020
- Foote Brother's Canoe and Kayak RentalsJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
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
- 7982183
- Firm CRD
- 6627