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Michael Joseph Franchella

Equitable Advisors, LLC

Wellesley, MA

Lexington, MA

CRD 4249121

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-03
  • TX RA
    APPROVED_RES
    Since 2024-07-03

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States

Lexington, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 11/2011 06/2020
Equitable Advisors, Llc New York NY 11/2011 Present
Previous Registrations
  • 2004-04-14 → 2006-08-24
    John Hancock Distributors Llc
    Boston, MA
    Boston, MA
Other Businesses

1) Lexington High School - Operations Softball Team Non-Investment - Lexington, MA - 01/2026 - 2hrs/mth. 2) Precision Private Wealth LLC - One of Five Partner/Member DBA - Wellesley, MA - 10/2025 - 160 hrs/mth.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-13
S63 Uniform Securities Agent State Law Examination 2000-10-10
  • S65 Uniform Investment Adviser Law Examination
    2012-01-13
  • S63 Uniform Securities Agent State Law Examination
    2000-10-10

View on SEC IAPD

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