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Steven Z

Series 63, Series 66

New York, NY

Equitable Advisors

Steven Zelin is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He previously worked at AXA Advisors, LLC and H.D. Vest Financial Services and is also a CPA with his own accounting firm, Zelin and Associates, CPA LLC. In addition to his advisory and accounting work, he owns a business called Toothy Beats and is involved in photography through Art Zelin Photography. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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