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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

555 8Th Ave Suite 2203, New York, NY 10018 • 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
Steven Zelin Cpa New York NY 02/2008 Present
H.D. Vest Financial Services New York NY 07/2010 08/2018
Axa Advisors, Llc. New York NY 08/2018 06/2020
Equitable Advisors, Llc New York NY 08/2018 Present
  • 02/2008 → Present
    Steven Zelin Cpa
    New York, NY
  • 07/2010 → 08/2018
    H.D. Vest Financial Services
    New York, NY
  • 08/2018 → 06/2020
    Axa Advisors, Llc.
    New York, NY
  • 08/2018 → Present
    New York, NY
Other Businesses

Accounting Zelin and Associates, CPA LLC, 555 8th Ave Suite 2203 NY, NY 10018, owner, started 11/13/2013, 240 hr/mo.; The Lowe Bureau - Subsidiary of Zelin and Associates CPA LLC; Rental properties; Toothy Beats-Owner; Art Zelin Photography; Coop for 9th Ave, rental properties, owner, started 8/21/2014; www.stevenzelin.com; Trusted Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-03
S63 Uniform Securities Agent State Law Examination 2010-11-06
  • S66 Uniform Combined State Law Examination
    2019-01-03
  • S63 Uniform Securities Agent State Law Examination
    2010-11-06

View on SEC IAPD

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