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Michael Pietro Bartolozzi

Equitable Advisors, LLC

Santa Rosa, CA

San Francisco, CA

CRD 7960748

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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
TX RA APPROVED 2025-08-07
CA RA APPROVED 2024-09-25
  • TX RA
    APPROVED
    Since 2025-08-07
  • CA RA
    APPROVED
    Since 2024-09-25

Branch Locations

Santa Rosa, CA • United States

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
Equitable Advisors, Llc New York NY 07/2024 Present
Rancho Cotate High School Rohnert Park CA 07/2014 05/2018
Raley's Rohnert Park CA 05/2018 11/2019
Luther Burbank Center For The Arts Santa Rosa CA 11/2019 06/2020
United Parcel Service Santa Rosa CA 06/2020 06/2024
The Fountaingrove Club Santa Rosa CA 04/2021 06/2022
La Crema Windsor CA 04/2022 06/2024
Moss Adams Santa Rosa CA 06/2024 07/2024
La Crema Windsor CA 05/2026 Present
  • 07/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 07/2014 → 05/2018
    Rancho Cotate High School
    Rohnert Park, CA
  • 05/2018 → 11/2019
    Raley's
    Rohnert Park, CA
  • 11/2019 → 06/2020
    Luther Burbank Center For The Arts
    Santa Rosa, CA
  • 06/2020 → 06/2024
    United Parcel Service
    Santa Rosa, CA
  • 04/2021 → 06/2022
    The Fountaingrove Club
    Santa Rosa, CA
  • 04/2022 → 06/2024
    La Crema
    Windsor, CA
  • 06/2024 → 07/2024
    Moss Adams
    Santa Rosa, CA
  • 05/2026 → Present
    La Crema
    Windsor, CA
Other Businesses

Beverage Server; La Crema Winery 3575 Slusser Rd, Windsor, CA, Estate Host; Start Date: 05/10/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-24
  • S66 Uniform Combined State Law Examination
    2024-09-24

View on SEC IAPD

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