Caleb Ulery
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Caleb Ulery? 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, LLC.Aug 2026 to now
- Sts PackagingJan 2024 to now
- Door DashMar 2022 to now
- Jimmy JohnsMar 2023 to Aug 2023
- Pluck Business SolutionsMay 2021 to Jan 2022
- D.E. BaughMay 2019 to Aug 2019
- Indiana University - BloomingtonAug 2018 to May 2022
- Party CityAug 2016 to Nov 2016
- Plainfield Community SchoolsJul 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8313654
- Firm CRD
- 6627