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Advisors / Texas / San Angelo
43yrs

Robert Zesch

Financial advisor at Equitable Advisors

Based in San Angelo, Texas, Robert Zesch is a fiduciary financial advisor with 43 years of industry experience. Robert has been with Equitable Advisors since 1984. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 81 advisors with offices in San Angelo, and one of 69 fiduciaries.

San Angelo, TX 76903Top 1% by experience at Equitable AdvisorsFiduciary advisor

At a glance

Experience43 years (since 1984)
How that compares ?Top 1% by experience at Equitable Advisors
Office430 W. Beauregard Avenue, San Angelo, TX 76903
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state

Services through Equitable Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 1984 – now

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Equitable Advisors at (212) 314-4600 and ask for Robert Zesch. Robert works from the San Angelo, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1984, about 43 years. Top 1% by experience at Equitable Advisors.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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