Equitable Advisors
43yrs
Top advisor by experience in Falls Church
New
Caleb Perez
Financial advisor at Equitable Advisors
Caleb Perez is a fiduciary financial advisor in Falls Church, Virginia, registered since Jul 2026. Caleb has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 141 advisors with offices in Falls Church, and one of 133 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office3141 Fairview Park Drive Suite 250, Falls Church, VA 22042
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Caleb
Local office(703) 207-0900Ask for Caleb. (212) 314-4600Main office · New York, NY 3141 Fairview Park Drive Suite 250Falls Church, VA 22042Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call Caleb’s local office at (703) 207-0900 or the Equitable Advisors main office at (212) 314-4600, and ask for Caleb Perez.
How long has Caleb been a financial advisor?
Caleb is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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