Michael Cocco, financial advisor Nutley NJ

Michael Cocco

CRD Number: 4936830
Current Firm: Equitable Advisors, LLC
Compensation Model: Both

Michael S. Cocco, CFP®, ChFC® helps individuals planning for retirement implement strategies that empower them to control their financial destiny by utilizing a comprehensive approach to financial planning.

 

For more than a decade, Mike and his team of planners and service professionals have created customized comprehensive strategies for their clients to improve their financial situation.

 

Mike and his planning partners are Certified Financial Planner™ professionals. Mike is a Chartered Financial Consultant®, and has attended the AXA Institute at Harvard University, an advanced learning curriculum focusing on Asset Allocation and Wealth Management. 

 

Through the combination of the team's cumulative experience and commitment to strengthening their knowledge base, they have positioned themselves to help their clients reach their investment and financial goals.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Mar 2005 - Current 19
Axa Advisors, LLC New York, NY Mar 2005 - Jun 2020 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Michael S. Cocco
Phone Number: 212-314-4600
Advisor Website: http://www.mikecocco.com
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • CT
  • DE
  • FL
  • GA
  • IL
  • ME
  • MD
  • NH
  • NJ
  • NM
  • NY
  • NC
  • OR
  • PA
  • RI
  • SC
  • UT
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Michael S. Cocco, CFP®, ChFC® is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.    

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Data verified by both the advisor and the public regulatory data.

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