Michele Chanut Young

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

• 01/2001 → Present
  My Bookkeeping & Administration Services
  Tustin, CA
• 02/1992 → 11/2025
  My Insurance & Financial Services
  Tustin, CA
• 05/2001 → 06/2024
  Securities America, Inc.
  Tustin, CA
• 05/2012 → 06/2024
  Securities America Advisors
  Tustin, CA
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Tustin, CA
• 11/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2024-06-14 → 2025-11-14
  Osaic Wealth, Inc.
  Tustin, CA
• 2012-05-04 → 2024-06-14
  Securities America Advisors, Inc.
  Tustin, CA
• 2001-07-26 → 2012-05-09
  Cooper Mcmanus
  Tustin, CA

Other Businesses

MY BOOKKEEPING & ADMINISTRATIVE SERVICES (OWNER SINCE 01/01/1995) ADDRESS: 200 South A street, Tustin CA 92780, United States DESCRIPTION: Payroll processing for one client

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-10
• S63 Uniform Securities Agent State Law Examination
  1991-11-19