Andrew Michael Ziskin

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

• 01/1999 → 06/2020
  Axa Advisors, Llc
  Woodland Hills, CA
• 01/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. FAMILY INSURANCE TRUST (IRREVOCABLE INSURANCE TRUST - POSITION: CO-TRUSTEE EFFECTIVE MARCH 18, 2008, FAMILY OWNED TRUST). 2. OUTSIDE FIXED BUSINESS. 3. CO-SUCCESSOR TRUSTEE OF MARTIAL TRUST (FAMILY TRUST), EFFECTIVE SEPT. 2015.4. PARTICIPATION IN LIFE SETTLEMENTS ONLY THROUGH APPROVED VENDOR ASHAR GROUP. 5. SUCCESSOR TRUSTEE OF SURVIVOR'S TRUST (FAMILY TRUST), EFFECTIVE MARCH 1, 2023. 6. Proprietary for DBA Pacific Coast Wealth Strategies, used for outside health insurance business. Located at: 6300 Canoga Ave, Suite 1600 Woodland Hills, CA 91367. 7. Western United Life/Manhattan Life, fixed annuity. conditional approval for one specific client's case

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-30

Other Names

• Andy Ziskin
• Andrew Michael Ziskin