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Haley Michelle Young

Investment adviser representative at Equitable Advisors, LLC
12 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

12 years in the industry.

  1. Equitable Advisors, LLCFeb 2025 to now
  2. UnemployedSep 2024 to Feb 2025
  3. Swedish American Patriotic LeagueJun 2024 to Aug 2024
  4. Yugo Grove Fort CollinsMay 2023 to May 2024
  5. Colorado State UniversityAug 2022 to May 2024
  6. The SloSep 2019 to Sep 2021
  7. Cuesta CollegeAug 2019 to Jul 2022
  8. Swedish American Patriotic LeagueJun 2017 to Aug 2019
  9. Freedom High SchoolJul 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
8035371
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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