William
Fitzgerald
Equitable Advisors, LLC
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About this Advisor
William Fitzgerald is a financial advisor working out of Oak Brook, Illinois with a total of 1 year of industry experience. Fitzgerald currently works for Equitable Advisors, LLC. During their career, Fitzgerald has held roles at Moraine Valley Community College, University Of Illinois, Alan B. Shepard High School, Axa Advisors, LLC, University Of Illinois Activities & Recreation, Rivera Country Club, Palos Heights Pool, Parking Plus Inc, X'S And O'S Bar & Grill, Hickory Hills Park District, Northwestern Mutual Investestment Services, LLC and Equitable Advisors, LLC. Fitzgerald maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois, Indiana, Missouri and North Carolina. Equitable Advisors, LLC is a financial advisory firm based out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 advisors. It has $25 billion in assets under management among its 75,222 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 177 charities and foundations. Of its 75,222 customer accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets. Equitable Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically depend on the financial services offered. However, fee types billed by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
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$24,555,313,983
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5,251
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75,222
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$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Fitzgerald Work History
William has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
University Of Illinois Activities & Recreation
Hickory Hills Park District
Northwestern Mutual Investestment Services, LLC
University Of Illinois
Moraine Valley Community College
X'S And O'S Bar & Grill
Parking Plus Inc
Rivera Country Club
Palos Heights Pool
Alan B. Shepard High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Edison, NJ
Houston, TX
Trussville, AL
Minneapolis, MN
Stamford, CT
Falls Church, VA
Selma, AL
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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