Daniel Michael Jeleniewicz
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Equitable Advisors, LLCMay 2023 to now
- NikeFeb 2023 to Jun 2023
- UnemployedDec 2022 to Jan 2023
- WatermarkMay 2021 to Aug 2022
- LowesMar 2021 to May 2021
- Binghamton UniversityJan 2020 to Dec 2022
- Berkeley CollegeSep 2018 to Dec 2019
- Glenmere MansionFeb 2018 to Aug 2018
- Warwick Valley High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7739913
- Firm CRD
- 6627