Robert Frank Zesch

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) ZESCH & PICKETT INSURANCE, LLP;GROUP & INDIVIDUAL HEALTH P& C & DROUGHT INS./ AGENT; START DATE: 1-1-99; HOURS PER MONTH: 120; MONTHLY COMP: $10,000. 2) ZESCH & PICKETT, LLC; OFFICE BUILDING; RENT OFFICE SPACE;MEMBER/OPERATIONS MGR.- START DATE: 07/01/01 ; HRS PER MONTH: 3, NO COMPENSATION. 3) BAR Z RANCH; FAMILY RANCH W/PARENTS; RANCHING DUTIES FOR COWS & GOATS;START DATE:0 1/01/2010; HRS PER MONTH: 100/ NO COMPENSATION. 4) THIRD PARTY ADMINISTRATOR OR RECORDKEEPER / ZESCH & PICKETT ADMINISTRATORS, INC / OWNER/OPERATOR/ PRESIDENT,SHAREHOLDER, DIRECTOR/ 05/01/1989 ; 5HRS PER MTH/NO COMP 5) VARIOUS OUTSIDE INSURANCE/BROKERAGE CONTRACTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-25
• S63 Uniform Securities Agent State Law Examination
  1984-04-19

Other Names

• Bobby Frank Zesch