Michael
Wolfe
Equitable Advisors, LLC
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About this Advisor
Michael Wolfe is a financial advisor who works in Colorado Springs, Colorado with 23 years of relevant experience. Wolfe is currently employed by Equitable Advisors, LLC. The advisor has gained experience at U.S. Air Force Reserves (Part Time), Axa Advisors, LLC and Equitable Advisors, LLC. Wolfe holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Colorado, Florida, Nebraska and Wyoming. Equitable Advisors, LLC is a company that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It controls $25 billion in total assets among its 75,222 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% are held by high-net-worth clients who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on the services. Fee types charged by Equitable Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Wolfe Work History
Michael has been registered as a financial advisor for 23 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
U.S. Air Force Reserves (Part Time)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Mount Pleasant, SC
New York, NY
Minneapolis, MN
Stamford, CT
Houston, TX
Golden, CO
Selma, AL
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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