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Michael Vito Racanelli

Equitable Advisors, LLC

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About Michael Vito Racanelli

Michael Vito Racanelli is a financial advisor with Equitable Advisors, LLC. Michael has been in the financial services industry since 1996. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael's past employers include Lincoln Financial Advisors Corporation, UBS Securities LLC, Fred Alger & Company, Incorporated, Dreyfus Service Corporation, Cadaret, Grant & Co., Inc., Signet Financial Services, Inc., Sheffield Investments, Inc., and Gabelli & Company, Inc. Michael specializes in investment management for individuals and businesses, financial planning, and pension consulting. Michael is licensed to provide financial services in California, New York, Oregon, Pennsylvania, Puerto Rico, and Texas.

Firm Information

Michael Racanelli is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Racanelli’s Registration & Firm History

NY

07/08/2024 - Present

Equitable Advisors, LLC (NEW YORK NY)

NY

05/27/2014 - 01/15/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (NEW YORK NY)

NY

04/14/2005 - 02/17/2012

UBS SECURITIES LLC (NEW YORK NY)

NY

05/10/2004 - 11/29/2004

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

NY

06/07/2000 - 10/10/2003

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

02/18/1998 - 05/31/2000

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NA

01/14/1997 - 04/10/1997

SIGNET FINANCIAL SERVICES,INC.

NC

07/10/1995 - 04/10/1997

SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)

NA

09/23/1994 - 07/07/1995

SHEFFIELD INVESTMENTS, INC.

NY

04/24/1990 - 06/20/1994

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

BOTH

Issued 06/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/08/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Vito Racanelli.
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