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Michelle Yuxin Chen

Equitable Advisors, LLC

San Francisco, CA

CRD 8189849

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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 2026-01-06
  • CA RA
    APPROVED
    Since 2026-01-06

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Uc Davis Campus Davis CA 09/2022 09/2025
University Of California- Davis Davis CA 09/2021 06/2025
Lowell High School San Francisco CA 08/2017 08/2021
Aptos Middle School San Francisco CA 08/2014 07/2017
Unemployed San Francisco CA 10/2025 12/2025
Equitable Advisors, Llc New York NY 12/2025 Present
  • 09/2022 → 09/2025
    Uc Davis Campus
    Davis, CA
  • 09/2021 → 06/2025
    University Of California- Davis
    Davis, CA
  • 08/2017 → 08/2021
    Lowell High School
    San Francisco, CA
  • 08/2014 → 07/2017
    Aptos Middle School
    San Francisco, CA
  • 10/2025 → 12/2025
    Unemployed
    San Francisco, CA
  • 12/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-25
  • S66 Uniform Combined State Law Examination
    2025-10-25

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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