Grayson Paige Wingert

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

• 08/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 05/2021 → 08/2021
  De Lazy Lizard
  Ocean City, MD
• 06/2013 → 12/2019
  L2 Brands
  Hanover, PA
• 05/2020 → 08/2020
  85 N'SUnny
  Ocean City, MD
• 08/2018 → 05/2022
  West Chester University
  West Chester, PA
• 06/2022 → 07/2022
  Unemployed
  Hanover, PA

Other Businesses

Trustee of Trust for Father, Grayson P Wingert Revocable Trust, October 2021 to present, not investment related. Administrator or executor of an estate or trustee of a trust for a non-family or family member , No POA, No compensation

Exams

• S66 Uniform Combined State Law Examination
  2023-04-06

Other Names

• Grayson Wingert
• Grayson Paige Wingert