Brandon Williams
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, LLCJul 2026 to now
- UnemployedFeb 2026 to Jul 2026
- Handshake AiAug 2025 to Jan 2026
- Carnegie Mellon UniversityAug 2023 to Jul 2025
- Utah Department of HealthDec 2021 to Jul 2023
- The Piano PlaceJan 2021 to Jul 2023
- Cedar Valley High SchoolSep 2020 to Apr 2023
- UnemployedFeb 2020 to Sep 2020
- Riverton High SchoolSep 2017 to Jul 2018
- Farmington High SchoolSep 2016 to May 2017
- StarbucksSep 2015 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8275538
- Firm CRD
- 6627