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Michael Lawrence Heck

Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Equitable Advisors, LLCJul 2024 to now
  2. Arthritis and Osteoporosis CenterNov 2023 to Mar 2025
  3. Zator LawAug 2022 to Oct 2023
  4. Desales University Resident LifeAug 2019 to May 2022
  5. Snyder LandscapingMay 2019 to Aug 2022
  6. Myerstown BeverageMay 2019 to Aug 2021
  7. Desales UniversityAug 2018 to May 2022
  8. Eastern Lebanon County High SchoolAug 2015 to Jul 2018
  9. Rigidply RaftersJun 2015 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Equitable Advisors, LLC

$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7959276
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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