Ziyi Lu
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCJul 2026 to now
- UnemployedMay 2026 to Jul 2026
- Pepperdine University - Business Administration DivisionJan 2026 to Apr 2026
- Pepperdine University - International ProgramsAug 2025 to Apr 2026
- UnemployedMay 2025 to Jul 2025
- Pepperdine University - International ProgramsAug 2024 to Apr 2025
- Langco + PartnersFeb 2024 to Jul 2024
- PromazoJun 2023 to Mar 2025
- Yifang Fruit TeaJun 2023 to Jul 2023
- UnemployedApr 2023 to May 2023
- Pepperdine University - Communications DivisionFeb 2023 to Apr 2023
- UnemployedJun 2016 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8296023
- Firm CRD
- 6627