William Watson Gauldin
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCApr 2023 to now
- Fidelity InvestmentsJul 2022 to Mar 2023
- The Vanguard Group, Inc.Apr 2021 to Jun 2022
- Robert HalfSep 2020 to Mar 2021
- Red VenturesJun 2020 to Aug 2020
- Laidlaw LLCJun 2019 to Aug 2019
- Bernhardt FurnitureSep 2018 to Sep 2018
- Laidlaw LLCJun 2018 to Aug 2018
- Congressman David RouzerMay 2018 to Jun 2018
- Costal CremationsMay 2017 to Jul 2017
- High Point UniversityAug 2016 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6971166
- Firm CRD
- 6627