Michaela Joyce Lynch
Investment adviser representative at Equitable Advisors, LLC
9 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
9 years in the industry.
- Equitable Advisors, LLC.Nov 2025 to now
- UnemployedAug 2025 to Nov 2025
- Appletree Family RestaurantMay 2024 to Jul 2025
- Indiana State Univeristy - Resident Hall AssociationAug 2023 to May 2024
- Indiana State University - Resident Hall AssociationJan 2023 to May 2024
- Appletree Family RestaurantSep 2022 to Jul 2023
- Appletree Family RestaurantJun 2022 to Jul 2022
- Apple Tree Family RestaurantMay 2021 to Aug 2021
- Indiana State UnversityAug 2020 to May 2024
- Excel Online High SchoolAug 2018 to Jul 2020
- Unity High SchoolAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8152823
- Firm CRD
- 6627