Clayton Wise, financial advisor Charlotte NC

Clayton Wise

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Clayton L. Wise
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • NC
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    24,117
    MILLIONS
  • Total Number of Accounts
    74,518
    ACCOUNTS
  • Average Account Value
    $323,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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