Kaleigh Ellen Weatherholtz

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

• 11/2023 → 05/2025
  Epan Volleyball Club
  Inwood, WV
• 08/2023 → 03/2025
  Shepherd University
  Shepherdstown, WV
• 03/2021 → 10/2024
  Jules Frozen Custard
  Inwood, WV
• 08/2019 → 05/2023
  Musselman High School
  Inwood, WV
• 08/2016 → 05/2019
  Mountain Ridge Middle School
  Gerrardstown, WV
• 06/2019 → 07/2019
  Unemployed
  Hedgesville, WV
• 05/2024 → 03/2025
  Nicholas Aberegg- Non Registered Assistant
  Martinsburg, WV
• 03/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-31