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Ryan James Kelly

Equitable Advisors, LLC

Dallas, TX

CRD 7940106

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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 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-03

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
Equitable Advisors, Llc New York NY 06/2024 Present
Unemployed Dallas TX 03/2024 05/2024
Third Bridge Group Dallas TX 09/2022 02/2024
Third Bridge Group New York City NY 10/2016 09/2022
  • 06/2024 → Present
    New York, NY
  • 03/2024 → 05/2024
    Unemployed
    Dallas, TX
  • 09/2022 → 02/2024
    Third Bridge Group
    Dallas, TX
  • 10/2016 → 09/2022
    Third Bridge Group
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2024-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2024-07-17
Other Names
  • Ryan Kelly

View on SEC IAPD

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