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Michael Kenzo Damir

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, LLCApr 2026 to now
  2. Quandry Surf, LLCFeb 2025 to now
  3. Wishing Star FoundationAug 2024 to Dec 2024
  4. Jackson & Polk/delilah StudiosMay 2023 to Aug 2023
  5. Round Table PizzaMay 2022 to Aug 2022
  6. Gonzaga UniversityAug 2021 to May 2025
  7. Guerras To GoNov 2017 to Jan 2018
  8. Saint Ignatius College PreparatoryAug 2017 to Jul 2021
  9. Live Oak SchoolAug 2014 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8205217
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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