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Zach Couch

Equitable Advisors, LLC

Carmel, IN

Layfayette, IN

Westfield, IN

CRD 5918832

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2012-08-17
  • IN RA
    APPROVED
    Since 2012-08-17

Branch Locations

10201 N. Illinois Street Suite #300, Carmel, IN 46290 • United States

3530 South Street Suite E, Layfayette, IN 47905 • United States

Westfield, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors Llc Ny NY 08/2012 06/2020
Equitable Advisors, Llc New York NY 08/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-11
  • S66 Uniform Combined State Law Examination
    2011-08-11

View on SEC IAPD

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