William Randall Thomas
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, LLC.Jul 2024 to now
- Nobody Told Me DumboFeb 2024 to now
- Th/rst GroupOct 2022 to Feb 2024
- Forgeois GroupSep 2021 to Feb 2022
- Bar TabacJul 2020 to Aug 2020
- Baruch CollegeAug 2019 to Oct 2022
- EquinoxApr 2019 to Dec 2019
- Le SingeOct 2018 to Apr 2019
- UnemployedJun 2018 to Sep 2018
- DtccJul 2017 to Jan 2018
- Borough of Manhattan Community CollegeAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7960073
- Firm CRD
- 6627