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Raylie Wayne Eshelman

Equitable Advisors, LLC

Richardson, TX

CRD 6915332

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-05
  • TX RA
    APPROVED
    Since 2018-09-05

Branch Locations

3400 N Central Expy Ste 110, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Texas At Dallas Dallas TX 01/2015 07/2018
Charlie Eshelman Dallas TX 01/2012 07/2018
Axa Advisors, Llc New York NY 06/2018 06/2020
Equitable Advisors, Llc New York NY 06/2018 Present
  • 01/2015 → 07/2018
    University Of Texas At Dallas
    Dallas, TX
  • 01/2012 → 07/2018
    Charlie Eshelman
    Dallas, TX
  • 06/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2018 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Doing Business as Eshelman & Associates

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-27
  • S66 Uniform Combined State Law Examination
    2018-08-27
Other Names
  • Raylie Eshelman

View on SEC IAPD

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