Michelle
Casper
Equitable Advisors, LLC
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About this Advisor
Michelle Casper is a financial advisor working out of Milwaukee, Wisconsin with a total of 6 years of industry experience. Casper works at Equitable Advisors, LLC. Over the course of their career, Casper has held roles at Axa Advisors, LLC, Axa Equitable, Equitable Advisors, LLC, Equitable, Matthew James Lueder and Northwestern Mutual Investment Services, LLC. Casper maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Wisconsin. Equitable Advisors, LLC is a business based out of New York, NY. It has offices in 885 locations and a total of 5,251 people on staff. It administers $25 billion in assets across its 75,222 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have at least $1 million in investable assets. The firm 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. A financial advisor's fee schedules typically are based on the type of services provided. However, fees billed 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
Michelle Casper Work History
Michelle has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Equitable
Axa Advisors, LLC
Axa Equitable
Matthew James Lueder
Northwestern Mutual Investment Services, 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 Michelle Casper 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
Dallas, TX
Syracuse, NY
Franklin, TN
Falls Church, VA
Golden, CO
Tampa, FL
Selma, AL
Shelton, CT
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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