Zhimin Sun
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, LLC.Oct 2025 to now
- Kuaishou TechnologyAug 2025 to now
- Georgetown MarketingSep 2023 to May 2024
- Georgetown UniversityAug 2023 to Aug 2025
- La RamsJul 2023 to Aug 2023
- Uci AthleticsOct 2022 to Jul 2023
- Boombase LLCAug 2022 to Sep 2022
- University of California, IrvineSep 2019 to Jun 2023
- Thornton AcademyAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8164194
- Firm CRD
- 6627