Erik M Wilcox

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

• 08/2014 → 11/2022
  Citizens Securities, Inc
  Cranston, RI
• 11/2022 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2014-08-06 → 2022-12-02
  Citizens Securities, Inc.
  Cranston, RI
  Providence, RI
  Warwick, RI
  Warwick, RI
  Cranston, RI
  North Kingstown, RI
  Warwick, RI
  Smithfield, RI
  Cranston, RI
  West Warwick, RI
  West Warwick, RI
  Johnston, RI
• 2010-08-30 → 2014-08-18
  Morgan Stanley
  Providence, RI
• 2009-04-08 → 2010-07-28
  Edward Jones
  East Greenwich, RI
  St Louis, MO
  Providence, RI

Other Businesses

outside insurance business

Exams

• S66 Uniform Combined State Law Examination
  2009-03-26

Other Names

• Erik Wilcox
• Erik Matthew Wilcox