Danese Michelle Tremble

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → 12/2016
  State Farm Vp Management Corp.
  Jacksonville, FL
• 06/2006 → 12/2016
  State Farm Insurance
  Jacksonville, FL
• 12/2016 → 04/2021
  Allstate Financial Services, Llc
  Jacksonville, FL
• 12/2016 → 04/2021
  Allstate Life Insurance Co
  Jacksonville, FL
• 04/2021 → Present
  Equitable Advisors Llc
  New York, NY
• 08/2017 → 04/2021
  Tremble Insurance Agency Llc/Dba
  Jacsonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-26
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Other Names

• Danese Michelle Shipp
• Danese M Tremble