Daniel Greenfield
Investment adviser representative at Equitable Advisors, LLC
4 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
4 years in the industry.
- Equitable Advisors, LLCApr 2020 to now
- AXA Advisors, LLCApr 2020 to Jun 2020
- Welk ResortsFeb 2019 to Aug 2019
- Chucks ValetJun 2018 to Sep 2018
- Daniel Hoff AgencyJun 2017 to Sep 2017
- University of California DavisSep 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7248880
- Firm CRD
- 6627