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Sheena Zhang

Equitable Advisors, LLC

New York, NY

CRD 8000808

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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
NY RA APPROVED 2024-11-25
  • NY RA
    APPROVED
    Since 2024-11-25

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Warner Brothers Discovery New York NY 01/2024 04/2024
Odity New York NY 07/2023 12/2023
Broadway Crew New York NY 07/2021 05/2022
Village Den New York NY 10/2020 06/2021
Pace University New York NY 08/2020 05/2024
Central Bucks High School South Warrington PA 09/2016 06/2020
Unemployed New York NY 06/2024 12/2024
Equitable Advisors, Llc. New York NY 12/2024 Present
  • 01/2024 → 04/2024
    Warner Brothers Discovery
    New York, NY
  • 07/2023 → 12/2023
    Odity
    New York, NY
  • 07/2021 → 05/2022
    Broadway Crew
    New York, NY
  • 10/2020 → 06/2021
    Village Den
    New York, NY
  • 08/2020 → 05/2024
    Pace University
    New York, NY
  • 09/2016 → 06/2020
    Central Bucks High School South
    Warrington, PA
  • 06/2024 → 12/2024
    Unemployed
    New York, NY
  • 12/2024 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22

View on SEC IAPD

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Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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