Clayton WiseCRD Number: 7074405
Current Firm: Equitable Advisors, LLC
Clayton Wise (CRD# 7074405) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Equitable Advisors, LLC||New York, NY||Feb 2019 - Current||4|
|Axa Advisors, LLC||New York, NY||Feb 2019 - Jun 2020||1|
|Levine Jewish Community Center Of Charlotte||Charlotte, NC||Nov 2018 - Feb 2019||< 1|
|Red Ventures||Fort Mill, SC||Mar 2018 - Nov 2018||< 1|
|Unemployed||Greensboro, NC||Dec 2017 - Mar 2018||< 1|
|University Of South Carolina||Columbia, SC||Aug 2014 - Dec 2017||3|
|Grimsley High School||Greensboro, NC||Aug 2010 - Aug 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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