MC
MC

Michael Cosentino

21 Years of Experience
Tampa, FL
3 DisclosuresBrokerSells Insurance

Michael Cosentino is a registered investment advisor at Equitable Advisors, LLC, based in Tampa, FL, with 21 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

Two Urban Center, 4890 W Kennedy Blvd #800, Tampa, FL, 33609

Get directions

History

Regulatory History (3)
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
October 2019
Denied
Customer Dispute
March 2016
Denied
Customer Dispute
October 2009
Denied
Other Business ActivitiesSells Insurance

Michael is an advisory board member for Northwest YMCA since 2007, dedicating minimal time to fundraising and improvement projects. Michael also sells disability insurance through MGIS and Sun America, and term, universal, and whole life insurance through MRW. He is also the president of Sterling Group of Tampa Bay LLC for business expense purposes.

Employment History
Current Registrations
Equitable Advisors, LLC
December 2006 - Present · 19 yrs 5 mos
Equitable Advisors, LLC
December 2004 - Present · 21 yrs 5 mos
Equitable Advisors, LLCBroker
December 2004 - Present · 21 yrs 5 mos
State Registrations21 states
ALAZCACOCTFLGAHIILINKYMAMDNCNJNYOHPASCTXWV
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.
Michael Cosentino - Financial Advisor | TrueAdvisor