Preston Telford Kelsey

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

• 11/2021 → 09/2025
  Dartmouth Skiway
  Lyme Center, NH
• 03/2024 → 08/2024
  Intralink
  Sunnyvale, CA
• 11/2021 → 09/2025
  Department Of French And Italian
  Hanover, NH
• 06/2022 → 08/2022
  Vail Recreation District
  Vail, CO
• 09/2021 → 06/2025
  Dartmouth College
  Hanover, NH
• 11/2015 → 08/2021
  Unemployed
  Vail, CO
• 10/2025 → 12/2025
  Unemployed
  New York, NY
• 12/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-25

Other Names

• Trey Kelsey