Daniel Luis Iglesias
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.
- EquitableApr 2025 to now
- Equitable Advisors, LLCApr 2025 to now
- Norwegian Cruise LineSep 2024 to Apr 2025
- UnemployedDec 2021 to Sep 2024
- Royal Caribbean InternationalNov 2019 to Dec 2021
- Worldwide Aircraft RewindJun 2019 to Nov 2019
- PublixNov 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8072402
- Firm CRD
- 6627