Michael Steven Cupp

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 12/2016
  James Madison University
  Harrisonburg, VA
• 01/2017 → 02/2017
  Unemployed
  Warrenton, VA
• 02/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2017 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Cupps Properties LLC 3229 Lancaster Ring Road, Fredericksburg, VA, 22408&#59; not investment-related&#59; Member&#59; start date 12/5/23&#59; approximate number of hours/month devoted to the other business - 40&#59; number of hours devoted to the other business during securities trading hours - 0&#59; duties relating to the other business - Setting rental agreements with homeowners and property managers and later set up short term rentals at the properties through Airbnb/VRBO/Expedia/ etc.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-19