Cortney Lane 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:

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2003-01-16

CA RA
APPROVED

Since 2003-01-16

Branch Locations

Folsom, CA • United States

2200 Douglas Blvd. Suite 100-B, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	05/2002	06/2020
Equitable Advisors, Llc	New York	NY	05/2002	Present

05/2002 → 06/2020

Axa Advisors, Llc

New York, NY
05/2002 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1) Other; Successor Trustee to Mothers Trust; Sharon N. Sage Trust; Successor Trustee; Power of Attorney if incapacitated; 06/21/2017. 2) Impact Wealth Management (DBA) cortney@mywealthimpact.com 3) Trustee of Personal Trust 4) Various Outside Insurance Companies.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-09-19

S66 Uniform Combined State Law Examination

2002-09-19

View on SEC IAPD