Gage Taylor-Travis Shirley

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

• 08/2021 → Present
  Equitable Advisors, Llc
  New York, NY
• 02/2021 → 11/2021
  Sifted
  Kansas City, MO
• 11/2020 → 01/2021
  Ups
  Kansas City, KS
• 08/2020 → 11/2020
  Unemployed
  Kansas City, KS
• 01/2018 → 07/2020
  St. Thomas Aquinas Catholic Center
  Boulder, CO
• 10/2017 → 01/2018
  Montbell
  Boulder, CO
• 09/2017 → 01/2018
  Uber
  Boulder, CO
• 05/2015 → 08/2017
  Camp Wojtyla
  Boulder, CO

Other Businesses

1. Power of Attorney for Spouse.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-29

Other Names

• Gage Shirley