Michael Joseph Wolfe

Financial advisor at Equitable Advisors, LLC · Colorado Springs, CO

Last updated 2026-10-10

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Michael Joseph Wolfe is a financial advisor at Equitable Advisors, LLC in Colorado Springs, CO, CRD 1485467. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2000-03-20.

Registration

CRD number
1485467
Registration status
Active
IAPD registration
2000-03-20
Industry Experience
26 years
Work Experience
27 years
States registered
CO

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 1999-09 to 2020-06 · AXA Advisors, LLC · New York, NY
  • 1999-09 to Present · Equitable Advisors, LLC · New York, NY

Current employment

SEC IAPD record for Michael Joseph Wolfe

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Michael Joseph Wolfe is a financial advisor at Equitable Advisors, LLC in Colorado Springs, CO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 26 years of industry experience and 27 years of reported work history. Reported roles include AXA Advisors, LLC.

SEC disclosures list additional business and community activities: 1: Knights of columbus council; 12228 st; Francis of assisi catholic church, colorado springs, co; officer / grand knight; start date 11/1/2014; approx.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

2 North Cascade Ave, Colorado Springs, CO 80903

6 advisors at this office.

Equitable Advisors office in Colorado Springs, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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