Caleb Ulery

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

• 01/2024 → Present
  Sts Packaging
  Mooresville, IN
• 03/2023 → 08/2023
  Jimmy Johns
  Lakewood, CO
• 03/2022 → Present
  Door Dash
  Plainfield , IN
• 05/2021 → 01/2022
  Pluck Business Solutions
  The Woodlands, TX
• 05/2019 → 08/2019
  D.E. Baugh
  Indianapolis , IN
• 08/2016 → 11/2016
  Party City
  Plainfield , IN
• 07/2016 → 08/2018
  Plainfield Community Schools
  Plainfield , IN
• 08/2018 → 05/2022
  Indiana University - Bloomington
  Bloomington , IN
• 08/2026 → Present
  Equitable Advisors, Llc.
  New York, NY

Other Businesses

Door Dash - Not Investment Related - Delivery Driver - Started 03/2022 STS Packaging - Not Investment Related - Stacker Operator - Started 01/2024

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22

Other Names

• Caleb Ulery
• Caleb Jeffery Ulery