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Audrey Grace Caldwell

Equitable Advisors, LLC

Dallas, TX

CRD 8298656

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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
TX RA APPROVED 2026-08-04
  • TX RA
    APPROVED
    Since 2026-08-04

Branch Locations

12377 Merit Drive Suite 1500, Dallas, TX 75251 • 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
J. Crew Factory Fort Worth TX 05/2025 08/2025
The University Of Texas At Austin Austin TX 08/2022 05/2026
Ridgetop Church Austin TX 08/2024 12/2024
Marshalls Fort Worth TX 05/2023 08/2023
Kung Fu Tea Fort Worth TX 05/2021 12/2023
Unemployed Fort Worth TX 06/2016 05/2021
Unemployed Fort Worth TX 06/2026 08/2026
J. Crew Factory Fort Worth TX 12/2025 01/2026
Equitable Advisors, Llc New York NY 08/2026 Present
  • 05/2025 → 08/2025
    J. Crew Factory
    Fort Worth , TX
  • 08/2022 → 05/2026
    The University Of Texas At Austin
    Austin, TX
  • 08/2024 → 12/2024
    Ridgetop Church
    Austin, TX
  • 05/2023 → 08/2023
    Marshalls
    Fort Worth, TX
  • 05/2021 → 12/2023
    Kung Fu Tea
    Fort Worth, TX
  • 06/2016 → 05/2021
    Unemployed
    Fort Worth, TX
  • 06/2026 → 08/2026
    Unemployed
    Fort Worth, TX
  • 12/2025 → 01/2026
    J. Crew Factory
    Fort Worth, TX
  • 08/2026 → Present
    New York, NY
Other Businesses

1. Name of Business: Etsy- Sewn by Audrey C; Not Investment Related; Address: 4644 Edenwood Drive Fort Worth, TX 76123; Nature: Handmade clothing items; Position: Owner; Hours: 2-3 hours a week 2. Name of Business: Offering Tailoring Services; Not Investment Related; Address: 4644 Edenwood Drive Fort Worth, TX 76123; Position; Owner/Tailor; Nature: Tailoring clothing items; Hours: 2-3 hours a week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29

View on SEC IAPD

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