Zachary Melone, financial advisor Oak Forest IL

Zachary Melone

CRD Number: 6715643
Current Firm: Equitable Advisors, LLC

Zachary Melone (CRD# 6715643) is an Investment Advisor Representative working at Equitable Advisors, LLC in Oak Forest, IL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Nov 2016 - Current 7
Axa Advisors, LLC New York, NY Nov 2016 - Jun 2020 3
Unemployed Joliet, IL May 2016 - Nov 2016 < 1
Miami University Oxford, OH Aug 2012 - May 2016 3
Ringleader Ventures Elmhurst, IL Oct 2015 - Apr 2016 < 1
Cme Group Chicago, IL May 2015 - Jul 2015 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Zachary Melone
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MD
  • UT
  • WI
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
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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