Gabriel Carey Caldwell
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, LLCFeb 2026 to now
- UnemployedAug 2024 to Feb 2026
- PaneraAug 2021 to Jul 2024
- Columbine Country ClubMay 2021 to Jul 2021
- Colorado State UniversityAug 2020 to May 2024
- CtmMay 2020 to Aug 2020
- Urban AirMay 2018 to May 2020
- McdonaldsSep 2016 to Aug 2017
- Columbine HighschoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8187755
- Firm CRD
- 6627