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Zane Alexander Platt

Equitable Advisors, LLC

Canyon Lake, TX

CRD 7751792

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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:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-18
  • TX RA
    APPROVED
    Since 2023-09-18

Branch Locations

Canyon Lake, TX • 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
Equitable Advisors, Llc New York NY 05/2023 Present
Neal Guthrie Companies Stephenville TX 02/2018 05/2023
Tarleton State University Stephenville TX 08/2016 05/2020
Equitable San Antonio TX 06/2024 Present
  • 05/2023 → Present
    New York, NY
  • 02/2018 → 05/2023
    Neal Guthrie Companies
    Stephenville, TX
  • 08/2016 → 05/2020
    Tarleton State University
    Stephenville, TX
  • 06/2024 → Present
    Equitable
    San Antonio, TX
Other Businesses

Last Light Taxidermy and Game Processing LLC, Partner, Taxidermy, Start 01/2026, New Braunfels, TX, Approximately 24 hours per month during non-securities reltated hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-12
  • S66 Uniform Combined State Law Examination
    2023-09-12
Other Names
  • Zane Platt

View on SEC IAPD

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