Audrey Grace Caldwell
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Audrey Grace Caldwell? Claim your profile
Contact this firm
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, LLCAug 2026 to now
- UnemployedJun 2026 to Aug 2026
- J. Crew FactoryDec 2025 to Jan 2026
- J. Crew FactoryMay 2025 to Aug 2025
- Ridgetop ChurchAug 2024 to Dec 2024
- MarshallsMay 2023 to Aug 2023
- The University of Texas At AustinAug 2022 to May 2026
- Kung Fu TeaMay 2021 to Dec 2023
- UnemployedJun 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8298656
- Firm CRD
- 6627