Thomas M Kelly

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

• 09/2024 → 05/2025
  Hoppy
  Dallas, TX
• 06/2024 → 08/2024
  Careerspring
  New York, NY
• 05/2023 → 08/2023
  Kona Ice
  Stamford, CT
• 06/2022 → 08/2022
  Camp Playland
  New Canaan, CT
• 07/2018 → 08/2018
  The Moorings
  Islamorada, FL
• 11/2020 → 05/2024
  Sun Valley Company
  Sun Valley, ID
• 06/2025 → 10/2025
  Unemployed
  New York, NY
• 08/2021 → 05/2025
  Southern Methodist University
  Dallas, TX
• 09/2017 → 06/2021
  King School
  Stamford, CT
• 08/2015 → 06/2017
  King School
  Stamford, CT
• 10/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Thomas M Kelly
• Thomas Michael Kelly