Ameriprise Financial Services
46yrs
Top advisor by experience in Williamsville
10yrs
Michael Coffaro
Financial advisor at Equitable Advisors
Michael Coffaro has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Williamsville, New York. Michael has been with Equitable Advisors since 2021. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 522 advisors with offices in Williamsville, and one of 459 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 50% of advisors at Equitable Advisors
Office350 Essjay Road Suite 300, Williamsville, NY 14221
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEquitable Advisors, LLCCurrent firm
Contact Michael
Local office(716) 626-2500Ask for Michael. (212) 314-4600Main office · New York, NY 350 Essjay Road Suite 300Williamsville, NY 14221Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (716) 626-2500 or the Equitable Advisors main office at (212) 314-4600, and ask for Michael Coffaro.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 10 years. More experience than 50% of advisors at Equitable Advisors.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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