Alexander Daniel
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.
- Equitable Advisors, LLCAug 2026 to now
- Hole In the Wall RestaurantJun 2025 to Jul 2026
- Primis BankMay 2024 to Aug 2024
- Lulu Bird's Kitchen/porter's On Main (ownership Change)May 2023 to Aug 2025
- Longwood UniversityAug 2021 to May 2026
- Short Lane Ice Cream CompanyAug 2020 to Aug 2022
- Gloucester High SchoolJun 2017 to May 2021
- Page Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8308572
- Firm CRD
- 6627