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Daniel Vazquez-Melendez

Equitable Advisors, LLC

Vega Baja, PR

CRD 6419591

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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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-22
PR RA APPROVED 2020-01-29
  • TX RA
    APPROVED_RES
    Since 2022-08-22
  • PR RA
    APPROVED
    Since 2020-01-29

Branch Locations

Vega Baja, PR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc Ny NY 03/2015 06/2020
Equitable Advisors, Llc New York NY 03/2015 Present
Other Businesses

1- Outside Insurance Brokerage Business. 2- Finca de Limones located at Corozal, PR. Position: Owner. Duties: Distribute lemons to supermarkets, restaurants and administer business and accountability. 09/14/2023, 16HRS/MO.3-Buren LLC/PR 10 Km 59.3 Arecibo PR 00612, One of 3 Owners, making administrative and operational decisions for the business. 5/01/2023, 70 HRS/MO. 4) Cond River Park Apt S-308 Bayamon PR 00961, Administration, assist with rental owned by sister, 03/01/2025, 1hr/mo.,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-24
  • S66 Uniform Combined State Law Examination
    2020-01-24

View on SEC IAPD

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