William Allen Bryson

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

FRIENDSHIP CHRISTIAN SCHOOL, POSITION IS BOARD MEMBER, LOCATED AT FERRY PIKE, LEBANON, TN 37087, STARTING 05/01/1986 TO CURRENT, VOLUNTEERING 5 HOURS PER MONTH. BILL & JOAN BRYSON RENTALS, POSITION IS CO-OWNER, LOCATED AT 2607 B MANN RD. LEBANON, TN 37087, STARTING 01/01/1985 TO CURRENT, VOLUNTEERING 2 HOURS PER MONTH. LIMITED LIABILITY COMPANY, POSITION IS CO-OWNER / MEMBER, LOCATED AT NORTH CASTLE HEIGHTS PROPERTIES, INC 1020 NORTH CASTLE HEIGHTS AVE., LEBANON, TN 37087, STARTING 01/01/2002 TO CURRENT, VOLUNTEERING 3 HOURS PER MONTH HIGHLAND INVESTORS, INC.; CO-OWNER AS PARTNER; LOCATED AT 105 BAY COURT, LEBANON, TN; STARTED 1/01/1985 TO CURRENT; 0 HRS PER MONTH; 0 COMPENSATION MID TENN, INC.; CO-OWNER; LOCATED AT COLES FERRY PIKE, LEBANON, TN; STARTED 1/01/1985 TO CURRENT; 0 HRS PER MONTH; 5,000 COMPENSATION Waypoint Financial Partners. LLCPOA AND TRUSTEE FOR SPOUSE; WILSON COUNTRY SPORTSMAN CLUB, DENNY ROAD, LEBANON, TN 37087,BOARD MEMBER/OFFICER, ATTEND QUARTERLY BOARD MEETINS AND REGULAR MONTHLY MEETINGS. 01/01/2024, 3HRS/MO. NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-28
• S63 Uniform Securities Agent State Law Examination
  1986-05-20

Other Names

• William Jr Bryson