Michael Julian Copulos
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCMay 2026 to now
- UnemployedDec 2025 to May 2026
- La Casa PurchaseApr 2025 to Nov 2025
- UnemployedDec 2024 to Mar 2025
- Glen Arbor Golf ClubApr 2024 to Nov 2024
- UnemployedJan 2024 to Mar 2024
- Perennial GardensAug 2023 to Dec 2023
- UnemployedJun 2023 to Aug 2023
- Adk PreserveJan 2023 to May 2023
- Deer Studios NycOct 2017 to Sep 2020
- University At AlbanySep 2016 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8236099
- Firm CRD
- 6627