Daniel Raymond Smith

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

• 09/2016 → 06/2020
  North Kingstown High School
  North Kingstown, RI
• 06/2017 → 06/2020
  Adventure Water Sports
  Jamestown, RI
• 09/2024 → Present
  Equitable Advisors, Llc.
  New York, NY
• 06/2017 → 10/2017
  Bay Voyage Restaurant
  Jamestown, RI
• 06/2018 → 09/2020
  Conanicut Marina
  Jamestown, RI
• 06/2018 → 09/2019
  Plum Pt. Bistro
  Saunderstown, RI
• 09/2020 → 12/2024
  University Of Rhode Island
  Kingston, RI
• 01/2020 → 09/2022
  Clarke Cooke House
  Newport, RI
• 02/2023 → 06/2023
  Stoneacre Brasserie
  Newport, RI
• 06/2023 → 01/2024
  Beech
  Jamestown, RI
• 01/2024 → 05/2024
  Union And Main
  East Greenwhich, RI
• 05/2024 → 10/2025
  Matunuck Oyster Bar
  Matunuck, RI
• 12/2022 → 08/2023
  Devv Media
  Kingston, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01

Other Names

• Daniel Smith