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Caitlyn Reed

Equitable Advisors, LLC

San Francisco, CA

San Diego, CA

CRD 7450248

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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
GA RA APPROVED 2026-01-20
CA RA APPROVED 2026-01-02
TX RA APPROVED_RES 2024-06-28
  • GA RA
    APPROVED
    Since 2026-01-20
  • CA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2024-06-28

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • United States

San Diego, CA • 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
Unemployed San Francisco CA 06/2021 10/2021
University Of California, Davis Davis CA 06/2019 06/2021
Health Evolution San Francisco CA 06/2018 12/2018
Santa Barbara City College Santa Barbara CA 08/2017 06/2019
Marin Dancewear Store Novato CA 06/2015 08/2017
Redwood High School Larkspur CA 08/2013 06/2017
Equitable Advisors, Llc San Francisco CA 10/2021 Present
  • 06/2021 → 10/2021
    Unemployed
    San Francisco, CA
  • 06/2019 → 06/2021
    University Of California, Davis
    Davis, CA
  • 06/2018 → 12/2018
    Health Evolution
    San Francisco, CA
  • 08/2017 → 06/2019
    Santa Barbara City College
    Santa Barbara, CA
  • 06/2015 → 08/2017
    Marin Dancewear Store
    Novato, CA
  • 08/2013 → 06/2017
    Redwood High School
    Larkspur, CA
  • 10/2021 → Present
    Equitable Advisors, Llc
    San Francisco, CA
Other Businesses

1. BNI Networking Group; San Diego 11405 W Bernardo Ct, San Diego, CA 92127; Start Date 10/01/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2021-11-12

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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