Waightstill
Scales
Equitable Advisors, LLC
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About this Advisor
Waightstill Scales is a financial advisor who works out of Greenville, North Carolina, with a total of 12 years of industry experience. Scales currently works for Equitable Advisors, LLC. The advisor has gained experience at The Scales Agency, Axa Advisors, LLC and Equitable Advisors, LLC. Scales holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Equitable Advisors, LLC is a financial advisory firm based out of New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It has $25 billion in total assets between its 75,222 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Equitable Advisors, LLC offers a diverse assortment 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. Fees for financial advisory services largely vary depending on which services are provided. However, fee types billed by Equitable Advisors, LLC may 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
$24,555,313,983
5,251
75,222
$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
Waightstill Scales Work History
Waightstill has been registered as a financial advisor for 12 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
The Scales Agency
*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 Waightstill Scales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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