David James Dowd
Investment adviser representative at Equitable Advisors, LLC
14 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
14 years in the industry.
- Equitable Advisors, LLCDec 2025 to now
- 24-7 Air ConditioningMay 2018 to now
- Nexa MortgageJun 2025 to Sep 2025
- Equity Smart Home LoansJan 2024 to Jun 2025
- Nationwide InsuranceFeb 2011 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8191595
- Firm CRD
- 6627