Michael Robert Morelli

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

• 02/2022 → 04/2023
  Pruco Securities Llc
  Daytona Beach, FL
• 09/2013 → 09/2021
  Prime Communications
  New Smyrna Beach, FL
• 02/2022 → 04/2023
  The Prudential Insurance Company Of America
  Daytona Beach, FL
• 09/2021 → 03/2022
  Spectrum
  New Smyrna Beach, FL
• 04/2023 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Living Tree Group 149 S Ridgewood Ave Suite 200 Daytona Beach Fl 32114, Health Insurance Agent, Enrolling clients in Medicare and ACA contracts, 11/01/2024, 15HRS/MO.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-25