Michael Pietro Bartolozzi
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- La CremaMay 2026 to now
- Equitable Advisors, LLCJul 2024 to now
- Moss AdamsJun 2024 to Jul 2024
- La CremaApr 2022 to Jun 2024
- The Fountaingrove ClubApr 2021 to Jun 2022
- United Parcel ServiceJun 2020 to Jun 2024
- Luther Burbank Center for the ArtsNov 2019 to Jun 2020
- Raley'sMay 2018 to Nov 2019
- Rancho Cotate High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7960748
- Firm CRD
- 6627