Wilton Rodwell Drake

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) HCW Retirement & Financial Services, LLC 1414 Raleigh Road Suite 440 Chapel Hill NC 27517, SINCE 8/29/2003. OWNER. 100 HRS. MO. HOURLY COMP. 2) VARIOUS INS. ACTIVITIES 3) BRASS N SASSY, 501 WALNUT ST., HENDERSON, NC, OWNER SINCE 7/09, 5 HR/MO 4) FINLEY CAPITAL, LLC, 707 Meadowmont Lane Chapel Hill NC 27517, OWNER SINCE 10/10 2HR/MO; DBA HCW Retirement & Financial Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-03
• S63 Uniform Securities Agent State Law Examination
  1994-09-22

Other Names

• Wil Drake
• Wilton Rodwell Drake