Caitlyn
Reed
Equitable Advisors, LLC
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About this Advisor
Caitlyn Reed is a financial advisor based out of San Francisco, California with a total of 2 years of industry experience. Reed is an advisor for Equitable Advisors, LLC. Over the course of their career, they have held roles at University Of California, Davis, Health Evolution, Santa Barbara City College, Marin Dancewear Store, Redwood High School, San Domenico Middle School and Equitable Advisors, LLC. Reed holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, Maine, Michigan, Minnesota, New Hampshire, New York, Oregon and Washington. Equitable Advisors, LLC is an advisory business headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets between its 75,222 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Caitlyn Reed Work History
Caitlyn has been registered as a financial advisor for 2 years.*
Equitable Advisors, LLC
University Of California, Davis
Health Evolution
Santa Barbara City College
Marin Dancewear Store
Redwood High School
San Domenico Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caitlyn Reed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
New York, NY
Conshohocken, PA
Edison, NJ
Dallas, TX
Franklin, TN
Syracuse, NY
Selma, AL
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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