Ziyi Lu

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

• 06/2016 → 02/2023
  Unemployed
  Tustin, CA
• 02/2023 → 04/2023
  Pepperdine University - Communications Division
  Malibu, CA
• 04/2023 → 05/2023
  Unemployed
  Tustin, CA
• 06/2023 → 07/2023
  Yifang Fruit Tea
  Irvine, CA
• 06/2023 → 03/2025
  Promazo
  Tustin, CA
• 02/2024 → 07/2024
  Langco + Partners
  Washington, Dc, DC
• 08/2024 → 04/2025
  Pepperdine University - International Programs
  Malibu, CA
• 05/2025 → 07/2025
  Unemployed
  Tustin, CA
• 08/2025 → 04/2026
  Pepperdine University - International Programs
  Malibu, CA
• 01/2026 → 04/2026
  Pepperdine University - Business Administration Division
  Malibu, CA
• 05/2026 → 07/2026
  Unemployed
  Tustin, CA
• 07/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-15

Other Names

• Tiffany Lu