Danese Michelle Tremble
Investment adviser representative at Equitable Advisors, LLC
24 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Danese Michelle Tremble? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Equitable Advisors, LLCApr 2021 to now
- Tremble Insurance Agency Llc/dbaAug 2017 to Apr 2021
- Allstate Financial Services, LLCDec 2016 to Apr 2021
- Allstate Life Insurance CoDec 2016 to Apr 2021
- State Farm InsuranceJun 2006 to Dec 2016
- State Farm Vp Management Corp.Apr 2002 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3256039
- Firm CRD
- 6627