Michael Rodriguez

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

• 01/2019 → 11/2025
  Phx Financial, Inc.
  Hauppauge, NY
• 09/2015 → 12/2019
  Crossfits Fusion
  St. James, NY
• 09/2015 → 08/2017
  Joe's Crab Shack
  Deer Park, NY
• 04/2017 → Present
  Gatsby Brothers Llc
  Brentwood, NY
• 03/2023 → Present
  Make Life Happen Llc
  Delray Beach, FL
• 01/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Gatsby Brothers LLC. : Investment Related: Brentwood NY: Date Started: 04/2017: Personal Training,: 4-5 hours Weekly MAKE LIFE HAPPEN LLC: Not Investment Related: Delray Beach, FL: Date Started: 03/2023: Social Meds Advertisement: 0 hours per week

Exams

• S66 Uniform Combined State Law Examination
  2025-12-26
• S63 Uniform Securities Agent State Law Examination
  2019-03-15

Other Names

• Mike Rodriguez