Zachary
Treu
Equitable Advisors, LLC
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About this Advisor
Zachary Treu is a financial advisor operating out of Austin, Texas who has 5 years of industry experience. Treu is an advisor for Equitable Advisors, LLC. During their career, Treu has held roles at Trinity University, San Antonio Parks Foundation, University Of Tulsa, The Brook, Foresters Financial, Axa Advisors, LLC and Equitable Advisors, LLC. Treu has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Idaho, Kentucky, North Carolina, Oklahoma and Texas. Equitable Advisors, LLC is a financial advisory business headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It manages $25 billion in assets across its 75,222 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have at least $1 million in assets. Equitable Advisors, LLC has a wide range of services, including 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. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Zachary Treu Work History
Zachary has been registered as a financial advisor for 5 years.*
Equitable Advisors, LLC
Foresters Financial
Axa Advisors, LLC
San Antonio Parks Foundation
Trinity University
San Antonio Parks Foundation
Trinity University
The Brook
University Of Tulsa
*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 Zachary Treu 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
Houston, TX
Golden, CO
Mount Pleasant, SC
Falls Church, VA
Franklin, TN
New York, NY
Selma, AL
Edison, NJ
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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