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Michael Mosslih

22 Years of Experience
Melville, NY
5 DisclosuresBroker

Michael Mosslih is a registered investment advisor at Equitable Advisors, LLC, based in Melville, NY, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

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

395 North Service Road, Suite 206, Melville, NY, 11747

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History

Regulatory History (5)
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
February 2026
Pending
Customer Dispute
March 2020
Settled
Customer Dispute
May 2004
Withdrawn
Customer Dispute
May 2004
Settled
Customer Dispute
January 2004
Denied
Employment History
Current Registrations
Equitable Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Equitable Advisors, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Aegis Capital CORP.Broker
June 2011 - November 2022 · 11 yrs 5 mos
Global Arena Capital CORPBroker
November 2010 - June 2011 · 7 mos
Prestige Financial Center, INC.Broker
July 2006 - November 2010 · 4 yrs 4 mos
The Concord Equity Group, LLCBroker
January 2006 - August 2006 · 7 mos
Gunnallen Financial, INCBroker
August 2003 - December 2005 · 2 yrs 4 mos
Benchmark Securities Group, INC.Broker
May 2003 - September 2003 · 4 mos
State Registrations26 states
AKAZCACTFLGAHIINKSMDMIMSNCNDNENJNYOHOKORPATNTXVAWAWV
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.