Michael William Losse

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

• 10/2025 → 12/2025
  Unemployed
  San Diego, CA
• 01/2024 → 09/2025
  Silvergate
  San Diego, CA
• 11/2023 → 12/2023
  Unemployed
  San Diego, CA
• 06/2023 → 10/2023
  Silvergate
  San Diego, CA
• 12/2022 → 05/2023
  Cal State University
  San Marcos, CA
• 06/2022 → 12/2022
  Nordstrom, Inc
  San Diego, CA
• 09/2020 → 06/2022
  Palomar Community College
  San Marcos, CA
• 06/2019 → 09/2020
  Mcdonalds
  San Diego, CA
• 08/2015 → 06/2019
  Rancho Bernardo High School
  San Diego, CA
• 02/2018 → 04/2019
  Jack In The Box
  San Diego, CA
• 12/2025 → Present
  Equitable Advisors Llc
  New York City, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-01

Other Names

• Michael Williams Losse
• Mike Losse
• Michael William Losse