Daniel Edward Elliott
Investment adviser representative at Esi Financial Advisors
19 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Daniel Edward Elliott? 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 feeCommissions
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
19 years in the industry.
- Equity Services, Inc.Oct 2024 to now
- Suntrust Advisory ServicesSep 2016 to Oct 2024
- Suntrust Investment Services, Inc.Dec 2007 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 4570145
- Firm CRD
- 265