Boris Zrnic

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 12/2017
  Jp Morgan Securities Llc
  Chicago, IL
• 11/2014 → 12/2017
  Jpmorgan Chase Bank
  Chicago, IL
• 03/2018 → 10/2018
  Edward Jones
  St Louis, MO
• 10/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 01/2019 → 01/2019
  Bank Of America N.A
  Northbrook, IL
• 11/2019 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 03/2019 → 05/2021
  Uber
  Chicago, IL
• 04/2021 → 08/2021
  Fidelity Investments
  Westlake, TX
• 01/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2024 → Present
  Equitable
  Bellevue, WA
• 09/2023 → 12/2023
  Unemployed
  Warrenville, IL
• 09/2021 → 03/2022
  Unemployed
  Warrenville, IL
• 04/2022 → 08/2023
  Merrill/Bank Of America
  Westmont, IL

Previous Registrations

• 2022-06-21 → 2023-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palos Hills, IL
  Willowbrook, IL
  Westmont, IL
• 2021-08-03 → 2021-09-28
  Fidelity Personal And Workplace Advisors
  Warrenville, IL

Other Businesses

Owner, Boka Fragrance LLC, Port Orchard, WA 98366. Perfume business, Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16
• S63 Uniform Securities Agent State Law Examination
  2015-02-27

Other Names

• Boris Zrnic