Andrew William Kauffold

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

• 07/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2023 → 07/2024
  Unemployed
  East Wenatchee, WA
• 07/2022 → 12/2022
  Clifton Larson Allen Llp
  Wenatchee, WA
• 11/2021 → 02/2022
  Pacific Aerospace And Electronics
  Wenatchee, WA
• 03/2022 → 06/2022
  Unemployed
  East Wenatchee, WA
• 05/2020 → 05/2021
  Docusign
  Seattle, WA
• 06/2021 → 10/2021
  Unemployed
  East Wenatchee, WA
• 05/2020 → 10/2020
  Usps
  Wenatchee, WA
• 01/2018 → 10/2020
  Uber
  San Francisco, CA
• 07/2014 → 12/2017
  Unemployed
  Tonasket, WA
• 09/2019 → 10/2019
  Northwestern Mutual
  Las Vegas, NV

Other Businesses

Beneficiary on mother's accounts

Exams

• S66 Uniform Combined State Law Examination
  2025-01-14

Other Names

• Andrew Kauffold
• Andy William Kauffold