Daniel George Merkl
Investment adviser representative at Equitable Advisors, LLC
15 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
15 years in the industry.
- Equitable Advisors, LLCSep 2026 to now
- LPL Financal EnterpriseMay 2026 to Jun 2026
- UnemployedJan 2026 to May 2026
- Green Village GarageJul 2025 to Dec 2025
- Nile Vista MarketingMay 2025 to Jul 2025
- UndefeatedAug 2024 to Jan 2025
- The Bayside ResturantMay 2024 to Jun 2025
- Indiana UniversityJun 2021 to Jun 2025
- HandiworksJun 2021 to Nov 2021
- Green Village GarageMay 2021 to Aug 2021
- Seton Hall Preparatory SchoolSep 2017 to May 2021
- St. Vincent Martyr SchoolSep 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8192232
- Firm CRD
- 6627