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Haley Michelle Young

Equitable Advisors, LLC

Folsom, CA

CRD 8035371

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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
CA RA APPROVED 2025-02-27
  • CA RA
    APPROVED
    Since 2025-02-27

Branch Locations

81 Blue Ravine Road Suite 100, Folsom, CA 95630 • 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
Unemployed Carmichael CA 09/2024 02/2025
Swedish American Patriotic League Morgan Hill CA 06/2024 08/2024
Colorado State University Fort Collins CO 08/2022 05/2024
Yugo Grove Fort Collins Fort Collins CO 05/2023 05/2024
Cuesta College San Luis Obispo CA 08/2019 07/2022
The Slo San Luis Obispo CA 09/2019 09/2021
Swedish American Patriotic League Morgan Hill CA 06/2017 08/2019
Freedom High School Oakley CA 07/2014 06/2019
Equitable Advisors, Llc New York City NY 02/2025 Present
Equitable Advisors Folsom CA 04/2026 Present
  • 09/2024 → 02/2025
    Unemployed
    Carmichael, CA
  • 06/2024 → 08/2024
    Swedish American Patriotic League
    Morgan Hill, CA
  • 08/2022 → 05/2024
    Colorado State University
    Fort Collins, CO
  • 05/2023 → 05/2024
    Yugo Grove Fort Collins
    Fort Collins, CO
  • 08/2019 → 07/2022
    Cuesta College
    San Luis Obispo, CA
  • 09/2019 → 09/2021
    The Slo
    San Luis Obispo, CA
  • 06/2017 → 08/2019
    Swedish American Patriotic League
    Morgan Hill, CA
  • 07/2014 → 06/2019
    Freedom High School
    Oakley, CA
  • 02/2025 → Present
    New York City, NY
  • 04/2026 → Present
    Equitable Advisors
    Folsom, CA
Other Businesses

Registered Sales Assistant; Assistant to Ashlynn Mohan. Start Date 04/2026,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2024-12-02
Other Names
  • Haley Young

View on SEC IAPD

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