Daniel Raymond Smith
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
3 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
10 years in the industry.
- Equitable Advisors, LLC.Sep 2024 to now
- Matunuck Oyster BarMay 2024 to Oct 2025
- Union and MainJan 2024 to May 2024
- BeechJun 2023 to Jan 2024
- Stoneacre BrasserieFeb 2023 to Jun 2023
- Devv MediaDec 2022 to Aug 2023
- University of Rhode IslandSep 2020 to Dec 2024
- Clarke Cooke HouseJan 2020 to Sep 2022
- Conanicut MarinaJun 2018 to Sep 2020
- Plum Pt. BistroJun 2018 to Sep 2019
- Adventure Water SportsJun 2017 to Jun 2020
- Bay Voyage RestaurantJun 2017 to Oct 2017
- North Kingstown High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 7983689
- Firm CRD
- 6627