Sheena Zhang
Investment adviser representative at Equitable Advisors, LLC
8 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
8 years in the industry.
- Equitable Advisors, LLC.Nov 2024 to now
- UnemployedJun 2024 to Dec 2024
- Warner Brothers DiscoveryJan 2024 to Apr 2024
- OdityJul 2023 to Dec 2023
- Broadway CrewJul 2021 to May 2022
- Village DenOct 2020 to Jun 2021
- Pace UniversityAug 2020 to May 2024
- Central Bucks High School SouthSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8000808
- Firm CRD
- 6627