Andrew Franklin Mcdaniel

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

• 09/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 05/2014 → 05/2018
  Sunnyside Retirement Community
  Harrisonburg, VA
• 05/2019 → 08/2019
  Hess Financial
  Harrisonburg, VA
• 05/2018 → 03/2020
  Chill's Grill And Bar
  Harrisonburg, VA
• 08/2020 → 08/2024
  Guidehouse
  Mclean, VA
• 08/2016 → 05/2020
  James Madison University
  Harrisonburg, VA
• 06/2020 → 07/2020
  Unemployed
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22

Other Names

• Andrew Mcdaniel
• Andy Mcdaniel