Zachary Edward Rose
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCMay 2025 to now
- Troy Aggregate CarriersJan 2016 to now
- Builder Circle CapitalMay 2023 to Aug 2023
- Tropical SmoothieNov 2022 to May 2023
- Chicago Brothers PizzaMay 2022 to Jun 2022
- Lakeway Custom CarpentryJul 2021 to Sep 2021
- Johnny Blacks Public HouseJan 2021 to Jun 2021
- Michigan State UniversitySep 2020 to May 2024
- Door DashJan 2020 to Jan 2021
- Top GolfOct 2019 to Jan 2020
- Lake Orion High SchoolApr 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 8082425
- Firm CRD
- 6627