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Kyle William Smith

Equitable Advisors, LLC

Fort Worth, TX

CRD 8145773

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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 2025-09-09
  • TX RA
    APPROVED
    Since 2025-09-09

Branch Locations

801 Cherry Street Suite 2300, Fort Worth, TX 76102 • 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
Ed Willkie Middle School Fort Worth TX 08/2016 05/2017
Unemployed Fort Worth TX 05/2017 08/2017
Chisholm Trail High School Fort Worth TX 08/2017 05/2021
Tarrant County College Fort Worth TX 08/2021 05/2023
Kwik Kar Lube And Tune Fort Worth TX 06/2021 08/2023
Midwestern State University Wichita Falls TX 08/2023 05/2025
Unemployed Fort Worth TX 05/2025 09/2025
Equitable Advisors, Llc New York NY 09/2025 Present
  • 08/2016 → 05/2017
    Ed Willkie Middle School
    Fort Worth, TX
  • 05/2017 → 08/2017
    Unemployed
    Fort Worth, TX
  • 08/2017 → 05/2021
    Chisholm Trail High School
    Fort Worth, TX
  • 08/2021 → 05/2023
    Tarrant County College
    Fort Worth, TX
  • 06/2021 → 08/2023
    Kwik Kar Lube And Tune
    Fort Worth, TX
  • 08/2023 → 05/2025
    Midwestern State University
    Wichita Falls, TX
  • 05/2025 → 09/2025
    Unemployed
    Fort Worth, TX
  • 09/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-12
  • S66 Uniform Combined State Law Examination
    2025-07-12
Other Names
  • Kyle Smith

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

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