Rongruo Zhang

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

• 12/2021 → 12/2025
  Usa Fencing
  Colorado Springs, CO
• 01/2023 → 09/2025
  Eguchi Lab At Uc Irvine
  Irvine, CA
• 09/2021 → 09/2025
  University Of California, Irvine
  Irvine, CA
• 04/2024 → 07/2024
  Pingora Capital Llc
  East Dorset, VT
• 06/2023 → 09/2023
  Innocare
  Beijing
• 01/2023 → 06/2023
  Copper Equity
  Miami, FL
• 06/2021 → 09/2021
  Unemployed
  Irvine, CA
• 08/2018 → 06/2021
  Cheshire Academy
  Cheshire, CT
• 06/2018 → 08/2018
  Unemployed
  San Antonio, TX
• 08/2017 → 06/2018
  Tmi Episcopal High School
  San Antonio, TX
• 12/2015 → 07/2017
  Chenjinglun Middle School
  Beijing
• 01/2026 → 01/2026
  Unemployed
  Long Island City, NY
• 01/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-11-14

Other Names

• Julie Zhang