Michael
Peters

Equitable Advisors, LLC

CRD#3249710
Investment Advisor
in Buffalo, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Peters is a financial advisor operating out of Buffalo, New York who has 14 years of relevant experience. Peters is an employee of Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Peters maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Arizona, Colorado, Florida, Georgia, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina and Texas. Equitable Advisors, LLC is an advisory business operating out of New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It has $25 billion in total assets between its 75,222 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in investable assets. Equitable Advisors, LLC provides a wide array 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 fees typically are based on the financial services offered. However, fees charged by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

350 Essjay Road Suite 300
Buffalo, NY 14221

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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 Peters Work History

Michael has been registered as a financial advisor for 14 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

Axa Advisors, LLC

*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 Peters 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

Gerald Grant
Falls Church, VA
Kyle Lynch
Dallas, TX
Jennifer Farris
Trussville, AL
Sean Dambaugh
Mount Pleasant, SC
Jeffrey Desmarais
Shelton, CT
Brian Kelly
Houston, TX
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started