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Vice President, Principal Operations Officer · Equitable Advisors, LLC

Tracy Zimmerer

CRD 4275481 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Equitable Advisors, LLC, an SEC-registered broker-dealer firm based in New York, NY with $47.3 billion in regulatory assets, lists Tracy Zimmerer on its Form ADV as Vice President, Principal Operations Officer, a control person. The SEC filings also name Tracy at 1 other registered adviser.

Firms and roles

AtlasMembers

Tracy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Tracy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tracy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.