Andrew Kaelin

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 05/2020
  Wku Student Athletic Center
  Bowling Green, KY
• 07/2020 → Present
  Equitable Advisors, Llc
  New York, NY
• 12/2019 → 01/2020
  Upstream Logistics
  Louisville, KY
• 05/2019 → 08/2019
  Wku Sports Media Relations
  Bowling Green, KY
• 05/2019 → 08/2019
  Bowling Green Hot Rods
  Bowling Green, KY
• 05/2018 → 08/2018
  Bowling Green Hot Rods
  Bowling Green, KY
• 01/2018 → 05/2018
  Wku Learning Assistance Center
  Bowling Green, KY
• 08/2017 → 12/2017
  Wku College Heights Herald
  Bowling Green, KY
• 06/2016 → 08/2017
  Lagrange Elementary
  La Grange, KY
• 08/2016 → 05/2020
  Western Kentucky University
  Bowling Green, KY
• 05/2020 → 07/2020
  Unemployed
  Buckner, KY

Other Businesses

Name: Smith County Chamber of Commerce Role: Other Role: To attend chamber events, Address: 939 Upper Ferry Rd A, Carthage, TN 37030 Start Date: 5/1/2026 Relationship: Member: Hours: 1 per month, not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25

Other Names

• Drew Kaelin