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Kathryn Burian Kelleher

Equitable Advisors, LLC

Bellevue, WA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-02-06
  • WA RA
    APPROVED
    Since 2024-02-06

Branch Locations

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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
Equitable Advisors, Llc New York NY 01/2024 Present
Boston Consulting Group Seattle WA 08/2022 01/2024
Allen Institute Seattle WA 06/2019 07/2022
Gonzaga University Spokane WA 08/2018 05/2019
Gonzaga University Spokane WA 08/2017 01/2019
Coastal Community Bank Everett WA 06/2015 01/2019
  • 01/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2022 → 01/2024
    Boston Consulting Group
    Seattle, WA
  • 06/2019 → 07/2022
    Allen Institute
    Seattle, WA
  • 08/2018 → 05/2019
    Gonzaga University
    Spokane, WA
  • 08/2017 → 01/2019
    Gonzaga University
    Spokane, WA
  • 06/2015 → 01/2019
    Coastal Community Bank
    Everett, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-08
  • S66 Uniform Combined State Law Examination
    2023-12-08

View on SEC IAPD

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LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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