Daniel Edward Elliott

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2007 → 10/2024
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 10/2024
  Suntrust Advisory Services
  Atlanta, GA
• 10/2024 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2016-09-27 → 2024-11-04
  Truist Advisory Services, Inc.
  North Chesterfield, VA
  Glen Allen, VA
  Richmond, VA
• 2008-01-03 → 2016-12-31
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA
  Richmond, VA
  North Chesterfield, VA
• 2002-10-06 → 2002-12-18
  Ameriprise Financial Services, Llc
  Richmond, VA

Other Businesses

*NOTARY PUBLIC,221 BOLLINGBROOK COURT, NORTH CHESTERFIELD, VA 23236,NOT INV REL,NOT DURING TRD/HRS,10/26/2011, NOTARIZE BUSINESS DOCUMENTS AS NEEDED, 2 HR/WK*DANIEL ELLIOTT,221 BOLLINGHBROOK COURT, NORTH CHESTERFIELD, VA 23236,02/20/2026, ONGOING,NOT INV REL, NOT DURING TRD/HRS, POA LINDA THROWER, MOTHER, 1/2 HRS/MTH*DANIEL ELLIOTT,221 BOLLINGBROOK COURT, NORTH CHESTERFIELD, VA 23236, 03/11/2026, ONGOING, NOT INV REL,NOT DURING TRD/HRS, POA LINDA DENISE ELLIOTT - STEPMOTHER, ATTORNEY-IN-FACT, 1/2 HRS/MTH.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-02

Other Names

• Dan Elliott