Ruchita
Mickelsen

Equitable Advisors, LLC

CRD#7800247
Investment Advisor
in Martinsburg, WV

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About this Advisor

Ruchita Mickelsen is a financial advisor based in Martinsburg, West Virginia, working with Equitable Advisors, LLC. Ruchita has previously held positions at Equitable Advisors, LLC, Certified Language International, Universal Language Service, Salem State University, Global Enterprise, and Trans Perfect. Ruchita has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Georgia, Maryland, Ohio, Pennsylvania, Texas, and West Virginia. Currently, Ruchita is part of Equitable Advisors, LLC, which operates out of Martinsburg, West Virginia. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

2279 Winchester Ave
Martinsburg, WV 25405

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

WV Average: 88
Total Number of Accounts

79,686

WV Average: 3,892
Average Account Size

$373,668

WV 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

Ruchita Mickelsen Work History

2023 - Present (1 year)

Equitable Advisors, LLC

2023 - Present (1 year)

Certified Language International

2022 - Present (2 years)

Trans Perfect

2018 - 2019 (1 year)

Universal Language Service

2015 - 2018 (3 years)

Salem State University

2010 - 2015 (5 years)

Global Enterprise

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Disclosures

Please visit the SEC profile of Ruchita Mickelsen 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

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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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