George William Cole

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

• 01/1980 → 01/2026
  G.W. Cole And Assoc.
  Southport, NC
• 07/1987 → 01/2026
  Heritage Group Of Companies (D.b.a. For Advisory Business)
  Southport, NC
• 02/2013 → 10/2017
  Next Financial Group
  Houston, TX
• 11/2017 → 01/2026
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 01/2026 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2026 → Present
  Robert Mcneill, Jr
  Wall, NJ

Previous Registrations

• 2017-11-28 → 2026-01-26
  Prosperity Capital Advisors
  Toms River, NJ
  Westlake, OH
  Beachwood, NJ
  Southport, NC
• 2013-02-21 → 2018-01-02
  Heritage Advisory Group, Inc.
  Toms River, NJ
• 2013-02-21 → 2017-11-01
  Next Financial Group, Inc.
  Houston, TX
  Toms River, NJ
• 2009-11-12 → 2013-02-22
  Grant Williams L.P.
  Philadelphia, PA
  Toms River, NJ
• 2005-05-20 → 2012-12-31
  Heritage Advisory Group, Inc.
  Toms River, NJ
• 2003-09-29 → 2009-11-04
  Fsc Securities Corporation
  Toms River, NJ

Other Businesses

Robert McNeill Jr, investment-related, registered sales assistant, client communication and scheduling meetings, 40 hours per week

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-10

Designations

• Certified Financial Planner

Other Names

• Bill Cole