Caden Kirk Baggaley
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Equitable Advisors, LLCFeb 2025 to now
- UnemployedJan 2025 to Jan 2025
- LPL Financial LLCAug 2022 to Dec 2024
- Mountain America Credit UnionJan 2021 to Dec 2024
- No Work Or SchoolNov 2019 to Jan 2020
- Papa Murphy'sMar 2019 to Nov 2019
- The Church of Jesus Christ of Latter Day SaintsJan 2019 to Dec 2020
- Granite School DistrictMar 2016 to Mar 2019
- Kearns High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7616651
- Firm CRD
- 6627