David Daniel Villavicencio
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you David Daniel Villavicencio? Claim your profile
Contact this firm
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
11 years in the industry.
- Equitable Advisors, LLCApr 2026 to now
- Artistic Custom Woods LLCMay 2022 to now
- Wells Fargo Bank, NASep 2024 to Oct 2025
- Wells Fargo Clearing Services, LLCSep 2024 to Oct 2025
- Regions Financial CorpSep 2023 to Aug 2024
- Ocean BankMay 2022 to Sep 2023
- Artistic Custom Woods LLCJan 2017 to Apr 2022
- At&tFeb 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7985886
- Firm CRD
- 6627