Steven Edward Zeller

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

• 04/2007 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2007 → Present
  Zeller Kern Wealth Advisors
  Gold River, CA
• 10/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2007-04-26 → 2025-10-29
  Commonwealth Financial Network
  San Diego, CA
  Gold River, CA
  Carmichael, CA
• 1997-07-08 → 2007-05-04
  A. G. Edwards & Sons, Inc.
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. Trustee for Family Trust for self.2. Sacramento Business Advisors Network - founder of networking group. Located in: Sacramento, CA. Start Date 10/21/2025. 3. Zeller Kern Private Wealth Management, Inc. - Owner S. Corp established for outside RIA business expenses and to pay employees Start Date 10/21/2025.4. Zeller Kern Private Wealth Management Inc 401k plan 2377 Gold Meadow Way #100, Gold River, CA 95670 Trustee - Administrator of the plan 401k. Start Date 10/21/2025. 5. Legal Edge Court Reporting 2377 Gold Meadow Way, 100 Gold River, CA 95670. Registered Agent Only Start Date 10/21/2025. 6. Zeller Kern Private Wealth Management Inc 2377 Gold Meadow Way #100, Gold River, CA 95670 Registered Investment Advisor Owner/Principal Start Date 10/21/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-01
• S63 Uniform Securities Agent State Law Examination
  1996-01-17

Designations

• Certified Financial Planner