LPL Financial
43yrs
Top advisor by experience in Port Sanit Lucie
8yrs
Michael Caracciolo
Financial advisor at Equitable Advisors
Michael Caracciolo has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Port Sanit Lucie, Florida. Michael has been with Equitable Advisors since 2019. 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 74 advisors with offices in Port Sanit Lucie, and one of 68 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office10815 SW Tradition Square, Port Sanit Lucie, FL 34987
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowEquitable Advisors, LLCCurrent firm
Contact Michael
(212) 314-4600Firm headquarters in New York, NY. Ask for Michael. 10815 SW Tradition SquarePort Sanit Lucie, FL 34987Office · 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 Equitable Advisors at (212) 314-4600 and ask for Michael Caracciolo. Michael works from the Port Sanit Lucie, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Michael hold?
Series 66. 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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