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Kailen Elizabeth Coelho

Equitable Advisors, LLC

New York, NY

CRD 8088833

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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
TX RA APPROVED 2025-12-12
NY RA APPROVED 2025-05-27
  • TX RA
    APPROVED
    Since 2025-12-12
  • NY RA
    APPROVED
    Since 2025-05-27

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Gemini Shippers Group Montclair NJ 06/2022 03/2025
Unemployed Green Brook NJ 04/2025 05/2025
Colgate University Hamilton NY 08/2020 05/2024
Deerfield Academy Deerfield NY 08/2018 06/2020
Watchung Hills Regional High School Warren NJ 05/2015 09/2017
Unemployed Green Brook NJ 10/2017 07/2018
Unemployed Green Brook NJ 07/2020 07/2020
Equitable Advisors, Llc. New York NY 05/2025 Present
  • 06/2022 → 03/2025
    Gemini Shippers Group
    Montclair, NJ
  • 04/2025 → 05/2025
    Unemployed
    Green Brook, NJ
  • 08/2020 → 05/2024
    Colgate University
    Hamilton, NY
  • 08/2018 → 06/2020
    Deerfield Academy
    Deerfield, NY
  • 05/2015 → 09/2017
    Watchung Hills Regional High School
    Warren, NJ
  • 10/2017 → 07/2018
    Unemployed
    Green Brook, NJ
  • 07/2020 → 07/2020
    Unemployed
    Green Brook, NJ
  • 05/2025 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-24
  • S66 Uniform Combined State Law Examination
    2025-03-24
Other Names
  • Kailen Elizabeth Coelho
  • Kailen Coelho

View on SEC IAPD

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