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William Joseph Metzner

Equitable Advisors, LLC

Woodstock, GA

Port Huron, MI

Portage, MI

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-20
MI RA APPROVED 2026-08-20
  • GA RA
    APPROVED
    Since 2026-08-20
  • MI RA
    APPROVED
    Since 2026-08-20

Branch Locations

Woodstock, GA • United States

818 Beard St. Bldg. 5, Port Huron, MI 48060 • United States

8051 Moorsbridge Road, Portage, MI 49024 • 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
OrganizationCityStateFromTo
Stifel St. Louis MO 01/2016 10/2018
Suntrust Robinson Humphrey Atlanta GA 10/2018 11/2019
Stifel Independent Advisors, Llc Port Huron MI 11/2019 08/2026
Equitable Advisors, Llc Woodstock GA 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-16
S63 Uniform Securities Agent State Law Examination 2019-02-08
  • S66 Uniform Combined State Law Examination
    2021-02-16
  • S63 Uniform Securities Agent State Law Examination
    2019-02-08
Designations
Other Names
  • Will Joseph Metzner

View on SEC IAPD

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