Edward Heath Goodson

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

• 05/2012 → 05/2020
  Morgan Stanley
  Birmingham, AL
• 01/2015 → 05/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2020 → 10/2025
  Lpl Financial Llc
  Birmingham, AL
• 01/2015 → 10/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 10/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2020-06-02 → 2025-10-20
  Lpl Financial Llc
  Birmingham, AL
  Wilsonville, AL
• 2012-05-11 → 2020-05-29
  Morgan Stanley
  Barrington, IL
  Birmingham, AL
  Barrington, IL
• 2006-03-31 → 2012-05-14
  Chase Investment Services Corp.
  Crystal Lake, IL
  Crystal Lake, IL
  Crystal Lake, IL
  Round Lake Beach, IL
  Cary, IL
  Crystal Lake, IL
  Crystal Lake, IL
  Spring Grove, IL
  Round Lake Beach, IL
  Libertyville, IL
  Chicago, IL
  Antioch, IL

Other Businesses

1) 12/5/2022 - 3C Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity for Tax/Investment Purposes Only - Start Date - 11/09/2022 - 130 Hours Per Month/130 Hours During Securities Trading 2) Living Trust (co-trustee) - Goodson Family 2013 Trust - 10.23.13 3) Outside Insurance; 4) Owner/Landlord for home, 156 Napier Dr, Columbia, TN 38401 Start Date: 6/3/2026 Hours: 2/MO. Not Insurance/Investment related. 5) Advantage Alliances Role: Member of Organization, no roles and responsibilities Address: 3821 Lorna Rd, Hoover, AL 35244 Start Date: 1/1/2024 Hours: 4/MO. Insurance/Investment: No 6). Name: Cornerstone Coaching, Member, Address: 1400 Urban Center Dr, Vestavia Hills, AL 35242 Start Date: 7/1/2019 Hours: 3 Hrs/Mo. Not Insurance/Investment Related.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-28
• S63 Uniform Securities Agent State Law Examination
  2004-06-04

Other Names

• E Heath Goodson