Williams Criley
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCFeb 2026 to now
- Tv ParaphernaliaMar 2025 to Mar 2026
- Vintage VandyJun 2023 to Feb 2026
- Vanderbilt Institute for Global HealthJun 2023 to Aug 2023
- The Lundquist InstituteJun 2022 to Jul 2022
- Vanderbilt Student Volunteers for ScienceOct 2021 to Dec 2024
- Vanderbilt UniversityAug 2021 to Dec 2024
- Indelible Learning, Inc.Jan 2019 to Oct 2025
- UnemployedJan 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8213296
- Firm CRD
- 6627