Kyle James Setelin

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-08
TN	RA	APPROVED	2023-02-17

TX RA
APPROVED

Since 2023-11-08
TN RA
APPROVED

Since 2023-02-17

Branch Locations

1020 N Castle Heights Ave Suite C, Lebanon, TN 37087 • 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

Organization	City	State	From	To
Cracker Barrel	Dickson	TN	03/2017	02/2026
Crye-Leike	Fairview	TN	09/2018	03/2019
Ponderosa Steakhouse	Dickson	TN	06/2016	03/2017
Equitable Advisors Llc	New York	NY	11/2022	Present

03/2017 → 02/2026

Cracker Barrel

Dickson, TN
09/2018 → 03/2019

Crye-Leike

Fairview, TN
06/2016 → 03/2017

Ponderosa Steakhouse

Dickson, TN
11/2022 → Present

Equitable Advisors Llc

New York, NY

Other Businesses

Realty Benefits Services, 210 Lake Drive East, Suite 310, Cherry Hill, NJ 08002, Sales Associate, Sales of tax account program for which Realty Benefits Services collects the Administration fee, 07/05/2023,10 HRS/MO. Outside Insurance, Outside insurance.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-06

S66 Uniform Combined State Law Examination

2023-01-06

Other Names

Kyle James Satelin

View on SEC IAPD