Michael Robert Allison

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

• 05/2015 → 02/2018
  Hartshorne Group
  Parsippany, NJ
• 06/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2017 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2012-01-31 → 2014-03-07
  Bcg Securities, Inc.
  Florham Park, NJ
  Morristown, NJ
  Pompton Plains, NJ

Other Businesses

04/22/2023, Stop and Shop, 245 Littleton Rd, Morris Plains, NJ 07950, employee, meat slicer, 15 hrs/month, $13000 annual comp

Exams

• S66 Uniform Combined State Law Examination
  2017-09-01

Other Names

• Michael Robert Allison
• Michael Robert Allison