Michael A. Erlacher
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Alexander Erlacher, who also goes by Michael Alexander Erlacher, Michael Erlacher, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2015. Michael had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2025 - January 12, 2026
ELEVATE PLANNERS
May 4, 2016 - July 10, 2020
J.P. MORGAN SECURITIES LLC
September 18, 2015 - April 27, 2016
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ELEVATE PLANNERS
CRD#: 332251 / SEC#: 801-134828
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 4/30/2024
General Securities Representative ExaminationCurrent Firm
ELEVATE PLANNERS
CRD#: 332251 / SEC#: 801-134828
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 133 |
| AUM (Assets Under Management) | $ 25,946,000 |
Red Flags
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