Anthony Matteo Williams
Investment adviser representative at Equitable Advisors, LLC
20 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
20 years in the industry.
- Equitable Advisors, LLCJun 2021 to now
- WalmartMay 2021 to Jun 2021
- Sams Oven and GrillFeb 2021 to May 2021
- Food LionNov 2020 to Jan 2021
- Target TechMay 2020 to Aug 2020
- RunnitOct 2019 to Jan 2020
- University of North CarolinaAug 2019 to Jun 2021
- Papa John'sMay 2019 to Aug 2019
- Party CitySep 2018 to Nov 2018
- Roadrunner's PizzaApr 2018 to Apr 2019
- Wake Technical Community CollegeAug 2017 to Mar 2019
- BojanglesApr 2017 to Apr 2018
- Wake County SchoolsAug 2006 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7396226
- Firm CRD
- 6627