Zachary Treu, financial advisor Austin TX

Zachary Treu

CRD Number: 6751557
Current Firm: Equitable Advisors, LLC

Zachary Treu (CRD# 6751557) is an Investment Advisor Representative working at Equitable Advisors, LLC in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jul 2017 - Current 4
Axa Advisors, LLC New York, NY Jul 2017 - Jun 2020 2
Unemployed San Antonio, TX May 2017 - Jul 2017 < 1
Trinity University San Antonio, TX Aug 2013 - May 2017 3
Foresters Financial San Antonio, TX Feb 2017 - Apr 2017 < 1
Trinity University San Antonio, TX Jun 2016 - Aug 2016 < 1
San Antonio Parks Foundation San Antonio, TX May 2016 - Aug 2016 < 1
San Antonio Parks Foundation San Antonio, TX May 2015 - Aug 2015 < 1
The Brook Tulsa, OK Jun 2013 - Aug 2013 < 1
University Of Tulsa Tulsa, OK Aug 2012 - May 2013 < 1
Unemployed San Antonio, TX Apr 2012 - Aug 2012 < 1
Winston Churchill High School San Antonio, TX Aug 2010 - Apr 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Zachary B. Treu
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • ID
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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