Adam Thomas 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

• 05/2025 → 01/2026
  Unemployed
  Mineral Wells, WV
• 08/2021 → 05/2025
  West Virginia University At Parkersburg
  Parkersburg, WV
• 08/2021 → 11/2023
  Warehouse Church/Wood County Juvenile Drug Court
  Parkersburg, WV
• 08/2017 → 08/2021
  Parkersburg South High School
  Parkersburg, WV
• 08/2020 → 05/2021
  Parkersburg South High School
  Parkersburg, WV
• 08/2014 → 06/2017
  Edison Middle School
  Parkersburg, WV
• 01/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28

Other Names

• Adam Kelly