William Reid Bracken
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCJun 2023 to now
- Bank of America, N.A.Feb 2019 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Apr 2023
- UnemployedSep 2018 to Jan 2019
- Morgan Stanley Private Bank, National AssociationSep 2016 to Sep 2018
- Morgan StanleyJun 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, WV).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6661396
- Firm CRD
- 6627