Caitlyn Reed
Investment adviser representative at Equitable Advisors, LLC
8 yearsExperience
3 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Equitable Advisors, LLCOct 2021 to now
- UnemployedJun 2021 to Oct 2021
- University of California, DavisJun 2019 to Jun 2021
- Health EvolutionJun 2018 to Dec 2018
- Santa Barbara City CollegeAug 2017 to Jun 2019
- Marin Dancewear StoreJun 2015 to Aug 2017
- Redwood High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, GA, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7450248
- Firm CRD
- 6627