Reagan Weatherby

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

• 10/2017 → 02/2018
  Unemployed
  Aubrey, TX
• 03/2016 → 10/2017
  David Weekly Homes
  Carrollton, TX
• 02/2018 → 11/2021
  Equitable Advisors Llc
  New York, NY
• 12/2021 → 10/2022
  Fidelity Investment
  Southlake, TX
• 12/2021 → 09/2022
  Fidelity Brokerage Services Llc
  Southlake, TX
• 02/2022 → 09/2022
  Fidelity Personal And Workplace Advisors
  Southlake, TX
• 10/2022 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2022-03-18 → 2022-10-10
  Fidelity Personal And Workplace Advisors
  Southlake, TX
• 2019-10-09 → 2021-12-06
  Equitable Advisors, Llc
  Aubrey, TX
  Dallas, TX
  Dallas, TX

Other Businesses

Texas Department Of Criminal Justice (Allred Prison); James V. Allred Unit 2101 FM 369 North Iowa Park, TX 76367; Volunteer with God Behind Bars; Start 6/1/2026; Approximately 10 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-06
• S63 Uniform Securities Agent State Law Examination
  2018-02-22

Other Names

• Reagan Michelle Weatherby
• Reagan Olenych
• Reagan Michelle Olenych