Brent Edward Williams

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2002 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Owner, Sunset at Lake Chelan - Condo - Vacation Rental managed by 103 N. Park St. #324 Chelan, WA 98816, 12/14/202, 0 hrs. per month, $22K annual comp. Owner, Sunsets at Chelan Vacation Rental Condo run by Vacasa (property management company), The Condo is mine. The property itself has Property Management Company called Peterson's Waterfront as the Condo is part of the Peterson's Waterfront Condo's in Chelan, WA. I hired Vacasa to manage the rental process for me. I pay Vacasa 29% of the rental proceeds and I keep the other 71%&#59; but they manage the property entirely. All I have to do is pay my mortgage, condo HOA dues and electric bill. Everything else is covered, 12/01/2020, approx. 1 hr. a month, $22K annual comp.Owner, Mesa Arizona vacation rental, I use Vacasa to propery manage, advertise and collect rent for the vacation home I own in Mesa, AZ. It's a short term rental. 10/24/2022, approx 1 hr month, $80K annual comp.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-09