Equinum, LLC

Menachem Lerman is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 credential and has been with Equinum since 2021. Prior to joining Equinum, he worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm employs both fundamental and technical analysis and integrates its accounting firm affiliation into a comprehensive service model.

Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a year at RVW Wealth LLC. Waxler is also the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of services including portfolio management, financial planning, and family office solutions. The firm uses both fundamental and technical analysis to manage portfolios and integrates its affiliation with Roth & Company LLP into its service model.

Jacob Halberstam is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following prior roles at LPS Financial, B-Tank Magazine, and Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm uses both fundamental and technical analysis to manage portfolios and integrates its partial ownership by an accounting firm into its service model.

Sheldon Steuer is a financial advisor at Equinum, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm employs both fundamental and technical analysis and integrates its partial ownership by Roth & Company LLP into its service model.

Aron Pinson is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Equinum, LLC, where he has worked since 2019, and previously held roles at Sterne Agee and LPS Financial LLC. Outside of his advisory work, Mr. Pinson owns several businesses including PFS Trading Inc. and Freeda Health LLC, which operate in coin collecting and nutraceuticals, respectively. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of portfolio management and financial planning solutions. The firm uses both fundamental and technical analysis and maintains proprietary ETF models for its robo-advisor platform, integrating accounting firm ownership and family office services into its client offerings.