Michael
Nadler

Equitable Advisors, LLC

CRD#6660890
Investment Advisor
in New York, NY

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About this Advisor

Michael Nadler is a financial advisor working in New York, New York who has 6 years of relevant experience. Nadler is currently employed by Equitable Advisors, LLC. The advisor has gained experience at Breezemont Day Camp, The University Of Alabama, Axa Advisors, Equitable Advisors, LLC and Paulson Investment Company, LLC. Nadler maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania and Texas. Equitable Advisors, LLC is a registered investment firm operating out of New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It manages $25 billion in assets under management among its 75,222 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets. Equitable Advisors, LLC has a broad set 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1290 Avenue Of The Americas 4Th Fl
New York, NY 10104

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

NY Average: $7,464,549,021
Total Number of Employees

5,251

NY Average: 88
Total Number of Accounts

75,222

NY Average: 3,892
Average Account Size

$326,438

NY Average: $1,917,921

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 Nadler Work History

Michael has been registered as a financial advisor for 6 years.*

2023 - Present (1 year)

Paulson Investment Company, LLC

2017 - 2020 (3 years)

Axa Advisors

2017 - 2023 (6 years)

Equitable Advisors, LLC

2014 - 2014 (< 1 year)

Breezemont Day Camp

2013 - 2013 (< 1 year)

Breezemont Day Camp

2012 - 2016 (4 years)

The University Of Alabama

*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 Nadler 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

Karan Mirchandani
New York, NY
Clay Knuth
Tampa, FL
Gerald Grant
Falls Church, VA
Kyle Lynch
Dallas, TX
Jennifer Farris
Trussville, AL
Alex Osmond
Golden, CO
Jeffrey Desmarais
Shelton, CT
Willie Myles
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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