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Kimberly Sarah Edge

Equitable Advisors, LLC

Augusta, GA

CRD 7283934

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-05
  • GA RA
    APPROVED
    Since 2026-05-05

Branch Locations

Augusta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors Llc New York NY 02/2020 Present
St. Mary On The Hill Catholic School Augusta GA 07/2013 06/2021
Publix Inc Martinez GA 06/2019 06/2020
Woody Merry, Equitable Advisor Augusta GA 06/2020 01/2021
  • 02/2020 → Present
    New York, NY
  • 07/2013 → 06/2021
    St. Mary On The Hill Catholic School
    Augusta, GA
  • 06/2019 → 06/2020
    Publix Inc
    Martinez, GA
  • 06/2020 → 01/2021
    Woody Merry, Equitable Advisor
    Augusta, GA
Other Businesses

1)Outside Insurance 2). FINANCIAL ADVISOR AND BENEFICIARY OF MOTHER- AGENT OF RECORD, AND DAUGHTER, 01/16/2024, 1HR/MO. 3) Augusta Lions Club Augusta GA, Club member, recycle eyeglasses for the Lions Lighthouse of Georgia, host an annual golf tournament to fundraise Recycle hearing aids, Sponsor the Leader Dog program Purchase eyeglasses for under-privileged children in the CSRA, 08/01/2024, 10HRS/MO. 4). Financial Power of Attorney for mother, 1/01/2025, 0 HRS/MO. 3)The Richard Sheridan Saber Award Role: organize information for the award annually, the point of contact for the teachers judging the students, and could possibly give the speech at the award dinner Address: Academy of Richmond County High School (ARC) 910 Russell Street, Augusta, GA 30904 Start Date: 6/1/2026 Hours: 2/MO. Not Insurance/Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-03
S63 Uniform Securities Agent State Law Examination 2021-06-07
  • S66 Uniform Combined State Law Examination
    2026-05-03
  • S63 Uniform Securities Agent State Law Examination
    2021-06-07
Other Names
  • Kimberly Sarah Hughes
  • Kimberly Sarah Ciamillo
  • Kimberly Sarah Gibbs
  • Kimberly S Edge

View on SEC IAPD

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