Zach
Couch

Equitable Advisors, LLC

CRD#5918832
Investment Advisor
in Indianapolis, IN

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About this Advisor

Zach Couch is a financial advisor working out of Indianapolis, Indiana, with 11 years of relevant experience. Couch works at Equitable Advisors, LLC. During their career, Couch has held roles at Indiana State Teachers' Retirement Fun, Axa Advisors LLC and Equitable Advisors, LLC. Couch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Indiana and Oregon. Equitable Advisors, LLC is a business that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets among its 75,222 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have more than $1 million in assets. Equitable Advisors, LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10201 N. Illinois Street Suite #300
Indianapolis, IN 46290

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

IN Average: $7,464,549,021
Total Number of Employees

5,251

IN Average: 88
Total Number of Accounts

75,222

IN Average: 3,892
Average Account Size

$326,438

IN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Zach Couch Work History

Zach has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Equitable Advisors, LLC

2012 - 2020 (8 years)

Axa Advisors LLC

2008 - 2014 (6 years)

Indiana State Teachers' Retirement Fun

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zach Couch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Brian Kelly
Houston, TX
Manuel Raposo-Rosa
San Juan, PR
William Sorrentino
Edison, NJ
Gerald Grant
Falls Church, VA
Alex Osmond
Golden, CO
Delawar Roashan
New York, NY
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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