Kelly Ploszaj
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCJan 2026 to now
- Dragonfly Hot YogaSep 2023 to now
- Madison East High SchoolOct 2022 to May 2023
- Urban OutfittersOct 2021 to Nov 2023
- Dunkin'May 2021 to Aug 2021
- Riverstone Event CenterMay 2021 to Aug 2021
- DoordashApr 2021 to Jun 2022
- Tasty BitesApr 2018 to Aug 2018
- Pioneer Hi Bred InternationalJul 2017 to Aug 2017
- Milton High SchoolAug 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8179010
- Firm CRD
- 6627