Levant Miguel Bishop

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

• 10/2013 → 01/2023
  American Trust Investment Services
  Whiting, IN
• 03/2020 → 01/2023
  American Trust Investment Advisory, Inc.
  Chicago, IL
• 01/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 10/2019 → 01/2023
  Chicago Capital Management Advisors, Llc
  Lisle, IL
• 02/2014 → 11/2016
  Chicago Capital Management Advisors, Llc
  Lisle, IL

Previous Registrations

• 2019-12-10 → 2023-01-27
  Chicago Capital Management Advisors, Llc
  Lisle, IL
• 2020-03-25 → 2023-01-27
  American Trust Investment Services Advisory, Inc.
  Chicago, IL
• 2014-03-06 → 2017-11-09
  Chicago Capital Management Advisors, Llc
  Lisle, IL
• 2010-07-19 → 2012-04-24
  Spc
  Chicago, IL

Other Businesses

CHAUFFER SERVICES, DRIVER, 2/2023, 15 HOURS PER MONTH. DBA: OPTIMAL PLANNING PARTNERS, INC. OUTSIDE INSURANCE BROKERAGE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-03
• S63 Uniform Securities Agent State Law Examination
  1995-11-08

Other Names

• Mickey Bishop
• Levant Miguel Bishop
• L.MIck Bishop