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William Goldman

Equitable Advisors, LLC

Bala Cynwyd, PA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-20
  • PA RA
    APPROVED
    Since 2025-08-20

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • 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
Unemployed Philadelphia PA 12/2024 08/2025
True Search Haddonfield NJ 07/2024 11/2024
Workato Philadelphia PA 01/2022 06/2024
Sidecar Interactive Philadelphia PA 10/2016 12/2021
Galley Foods Washington DC 06/2015 09/2016
Equitable Advisors, Llc New York NY 08/2025 Present
  • 12/2024 → 08/2025
    Unemployed
    Philadelphia, PA
  • 07/2024 → 11/2024
    True Search
    Haddonfield, NJ
  • 01/2022 → 06/2024
    Workato
    Philadelphia, PA
  • 10/2016 → 12/2021
    Sidecar Interactive
    Philadelphia, PA
  • 06/2015 → 09/2016
    Galley Foods
    Washington, DC
  • 08/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-13
  • S66 Uniform Combined State Law Examination
    2025-06-13
Other Names
  • Billy Goldman

View on SEC IAPD

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Ricardo Eduardo Vielledent
Hailey Burroughs Ellis
Michelle Josephine Graham

Other Offices

AWH FINANCIAL, LLC · BALA CYNWYD, PA
PST ADVISORS, LLC · BALA CYNWYD, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA
OSAIC WEALTH, INC. · Bala Cynwyd, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
OUP MANAGEMENT CO., LLC · BALA CYNWYD, PA
RADCLIFFE CAPITAL MANAGEMENT, L.P. · BALA CYNWYD, PA

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