William Edward Fitzgerald

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

• 08/2016 → 07/2017
  Moraine Valley Community College
  Palos Hills, IL
• 08/2017 → 05/2019
  University Of Illinois
  Champaign, IL
• 07/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2018 → 05/2019
  University Of Illinois Activities & Recreation
  Champaign, IL
• 05/2014 → 09/2016
  Palos Heights Pool
  Palos Heights, IL
• 10/2015 → 11/2016
  Parking Plus Inc.
  Marionette Park, IL
• 12/2016 → 08/2017
  X'S And O'S Bar & Grill
  Palos Heights, IL
• 05/2018 → 08/2018
  Hickory Hills Park District
  Hickory Hills, IL
• 11/2018 → 01/2019
  Northwestern Mutual Investestment Services, Llc
  Chicago, IL
• 07/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

William Fitzgerald IV LLC, Sole Owner, LLC for business expenses, 6/2026, 1 hr/mo. DBA: Optimal Planning Partners, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-04
• S63 Uniform Securities Agent State Law Examination
  2019-11-12

Other Names

• William E Fitzgerald
• William Edward Fitzgerald