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Tanner Raymond Williams

Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Equitable Advisors, LLCJul 2021 to now
  2. Giant Food Stores, LLCDec 2019 to Mar 2020
  3. Tnt FireworksMay 2019 to Jan 2021
  4. Pfs Investments IncJun 2018 to Jun 2021
  5. The Home DepotMay 2018 to Nov 2019
  6. Primerica Financial ServicesJul 2017 to Jun 2021
  7. Stellar Building Services, LLCJan 2016 to Aug 2017
  8. Eastern York High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
6951635
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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