Samuel Ethan Daniels
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.
- EquitableAug 2026 to now
- Equitable Advisors, LLCAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- University of Maryland, Baltimore CountyAug 2022 to May 2024
- Kona Ice of AnnapolisJun 2021 to Aug 2023
- Lackawanna CollegeFeb 2020 to Jun 2021
- ChipotleSep 2019 to Feb 2020
- UnemployedFeb 2019 to Aug 2019
- Park TavernOct 2018 to Feb 2019
- UnemployedAug 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7978110
- Firm CRD
- 6627