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Clayton Lee Wise

Equitable Advisors, LLC

Charlotte, NC

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-18
NC RA APPROVED 2019-10-09
  • TX RA
    APPROVED_RES
    Since 2022-07-18
  • NC RA
    APPROVED
    Since 2019-10-09

Branch Locations

11325 North Community House Rd Suite 450, Charlotte, NC 28277 • 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
Red Ventures Fort Mill SC 03/2018 11/2018
Unemployed Greensboro NC 12/2017 03/2018
University Of South Carolina Columbia SC 08/2014 12/2017
Levine Jewish Community Center Of Charlotte Charlotte NC 11/2018 02/2019
Axa Advisors, Llc New York NY 02/2019 06/2020
Equitable Advisors, Llc New York NY 02/2019 Present
  • 03/2018 → 11/2018
    Red Ventures
    Fort Mill, SC
  • 12/2017 → 03/2018
    Unemployed
    Greensboro, NC
  • 08/2014 → 12/2017
    University Of South Carolina
    Columbia, SC
  • 11/2018 → 02/2019
    Levine Jewish Community Center Of Charlotte
    Charlotte, NC
  • 02/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2019 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-16
  • S66 Uniform Combined State Law Examination
    2019-04-16
Other Names
  • Clayton Wise
  • Clay Wise

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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