Claudiu Laurentiu Dan

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

• 04/2010 → 12/2017
  Fine Support Consultancy
  Seven Hills, OH
• 01/2018 → 08/2019
  Integrity Financial
  Independence, OH
• 09/2018 → 08/2019
  Next Financial Group
  Houston, TX
• 09/2019 → 05/2023
  Pnc Investments
  Cleveland, OH
• 06/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 06/2023 → Present
  Equitable
  Charlotte, NC

Previous Registrations

• 2019-09-17 → 2023-05-31
  Pnc Wealth Management Llc
  Cleveland, OH
• 2019-05-07 → 2019-09-04
  Next Financial Group, Inc.
  Independence, OH

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06