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Zachary Levy

Equitable Advisors, LLC

Wellesley, MA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-06
NH RA APPROVED 2026-01-15
  • TX RA
    APPROVED
    Since 2026-05-06
  • NH RA
    APPROVED
    Since 2026-01-15

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Equitable Advisors, Llc New York NY 09/2024 Present
Foote Brother's Canoe And Kayak Rentals Ipswich MA 06/2016 06/2017
Wayside Athletic Club Marlborough MA 02/2020 06/2021
Dunkin' Donuts Westborough MA 07/2018 09/2019
Hopkinton High School Hopkinton MA 08/2016 08/2020
Marty's Fine Wines Hopkinton MA 02/2020 06/2021
Southern New Hampshire University Hookset NH 08/2020 05/2024
Good As Gone Junk Removal Westborough MA 05/2022 08/2023
Unemployed Hopkinton MA 05/2024 09/2024
  • 09/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 06/2016 → 06/2017
    Foote Brother's Canoe And Kayak Rentals
    Ipswich, MA
  • 02/2020 → 06/2021
    Wayside Athletic Club
    Marlborough, MA
  • 07/2018 → 09/2019
    Dunkin' Donuts
    Westborough, MA
  • 08/2016 → 08/2020
    Hopkinton High School
    Hopkinton, MA
  • 02/2020 → 06/2021
    Marty's Fine Wines
    Hopkinton, MA
  • 08/2020 → 05/2024
    Southern New Hampshire University
    Hookset, NH
  • 05/2022 → 08/2023
    Good As Gone Junk Removal
    Westborough, MA
  • 05/2024 → 09/2024
    Unemployed
    Hopkinton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-18
  • S66 Uniform Combined State Law Examination
    2025-01-18

View on SEC IAPD

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ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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