Daniel Moreno
Investment adviser representative at Equitable Advisors, LLC
16 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
16 years in the industry.
- Equitable Advisors, LLCSep 2021 to now
- Mass Mutual Life Insurance CompanyApr 2020 to Sep 2021
- MML Investors ServicesApr 2020 to Sep 2021
- Pruco Securities LLCJan 2017 to Apr 2020
- Prudential Insurance Company of AmericaJan 2017 to Apr 2020
- Metlife Scurities IncNov 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 5652366
- Firm CRD
- 6627