Michael A. Erlacher
Professional summary
Michael Alexander Erlacher, who also goes by Michael Alexander Erlacher, Michael Erlacher, is a registered financial advisor currently at ELEVATE PLANNERS located in Hopewell Junction, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has 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) - RIA
Click below to view Michael Alexander Erlacher's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2025 - Present
ELEVATE PLANNERS
May 4, 2016 - July 10, 2020
J.P. MORGAN SECURITIES LLC
September 18, 2015 - April 27, 2016
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2025)
Exams
Series 7TO
Date: 4/30/2024
General Securities Representative ExaminationCurrent Firm
ELEVATE PLANNERS
CRD#: 332251 / SEC#: 801-134828
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 133 |
| AUM (Assets Under Management) | $ 25,946,000 |
Red Flags
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