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Michael Muzikar

22 Years of Experience
Woodbridge, NJ
1 DisclosureBrokerSells Insurance

Michael Muzikar is a registered investment advisor at Equitable Advisors, LLC, based in Woodbridge, NJ, with 22 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4645 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

90 Woodbridge Center Drive, 7th Floor, Woodbridge, NJ, 07095

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2017
Denied
Other Business ActivitiesSells Insurance

Michael is a professional comedian and owner of Mike Muzikar's Comedy since 2007, dedicating about 10-20% of his time. He is also associated with United Healthcare, which suggests he may be involved in insurance-related activities.

Employment History
Current Registrations
Equitable Advisors, LLC
August 2021 - Present · 5 yrs 2 mos
Equitable Advisors, LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Invest Financial CorporationBroker
November 2007 - November 2017 · 10 yrs
Ifmg Securities, INC.Broker
September 2006 - March 2007 · 6 mos
Essex National Securities, INC.Broker
June 2005 - September 2006 · 1 yr 3 mos
New England SecuritiesBroker
November 2002 - November 2004 · 2 yrs
State Registrations17 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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