Equitable Advisors
41yrs
Top advisor by experience in Milford
1yr
Melissa Morley
Financial advisor at Equitable Advisors
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office612 Wheelers Farms Road 2nd Floor, Milford, CT 06461
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
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.
Uniform Combined State Law Examination
Career
- Nov 2025 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Melissa
Tailored to Melissa’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Melissa
How do I contact Melissa?
Call Equitable Advisors at 212-314-4600 and ask for Melissa Morley. Melissa works from the Milford, CT office.
How long has Melissa been a financial advisor?
Melissa has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Melissa hold?
Series 66. Tap any license on this page to see what it allows.
Is Melissa a fiduciary?
Melissa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Melissa paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Melissa for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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