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Cristiaan Dailey

Equitable Advisors, LLC

New York, NY

CRD 7343568

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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 2023-07-24
NY RA APPROVED 2023-06-07
  • TX RA
    APPROVED
    Since 2023-07-24
  • NY RA
    APPROVED
    Since 2023-06-07

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Equitable Advisors, Llc New York NY 08/2022 Present
Baker's Water Street & Grille Toms River NJ 05/2020 06/2023
Northwestern Mutual Wall Township NJ 05/2021 04/2022
Dailey Billing Services Galloway NJ 05/2015 05/2023
Franklin And Marshall College Lancaster PA 08/2018 06/2022
Franklin & Marshall College Lancaster PA 08/2019 05/2022
Donovan Catholic Toms River NJ 09/2014 05/2018
  • 08/2022 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2020 → 06/2023
    Baker's Water Street & Grille
    Toms River, NJ
  • 05/2021 → 04/2022
    Northwestern Mutual
    Wall Township, NJ
  • 05/2015 → 05/2023
    Dailey Billing Services
    Galloway, NJ
  • 08/2018 → 06/2022
    Franklin And Marshall College
    Lancaster, PA
  • 08/2019 → 05/2022
    Franklin & Marshall College
    Lancaster, PA
  • 09/2014 → 05/2018
    Donovan Catholic
    Toms River, NJ
Other Businesses

Prospanica, Committee Member, 5hrs p/month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-03
S63 Uniform Securities Agent State Law Examination 2022-10-08
  • S66 Uniform Combined State Law Examination
    2023-06-03
  • S63 Uniform Securities Agent State Law Examination
    2022-10-08

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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