Caeli Cavanagh

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → Present
  Alfadans Equestrian Arts
  Newberg, OR
• 09/2015 → 06/2018
  Holar University College
  Saudarkrokur
• 10/2025 → Present
  Lpl Enterprise, Llc
  Shelton, CT

Other Businesses

1. 09/24/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Newberg, OR - Start Date 09/09/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 09/24/2025 - CAELI CAVANAGH N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Newberg, OR - Start Date 09/09/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 09/24/2025 - USIHC - Non-Profit Board Member - NOT INV REL - Truro, IA - Start Date 01/01/2024 - 10 HRS/MO | 0 HRS/MO DURING TRADING 4. 09/24/2025 - Alfadans Equestrian Arts - Business Owner - NOT INV REL - Newberg, OR - Start Date 02/01/2019 - 200 HRS/MO | 80 HRS/MO DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19