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Erik Nicholas Daugenti

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-17
  • OH RA
    APPROVED
    Since 2026-06-17

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Lakeside Financial Partners Broadview Heights OH 06/2024 08/2024
Lakeside Financial Partners Broadview Heights OH 06/2023 08/2023
Mr. Landscape Macedonia OH 06/2022 08/2022
Force Sports Westlake OH 01/2021 08/2021
John Carroll University University Heights OH 08/2020 05/2025
St. Ignasius High School Cleveland OH 08/2016 05/2020
Unemployed North Ridgeville OH 06/2020 07/2020
Unemployed North Ridgeville OH 06/2025 06/2026
Equitable Advisors, Llc. New York NY 06/2026 Present
  • 06/2024 → 08/2024
    Lakeside Financial Partners
    Broadview Heights, OH
  • 06/2023 → 08/2023
    Lakeside Financial Partners
    Broadview Heights, OH
  • 06/2022 → 08/2022
    Mr. Landscape
    Macedonia, OH
  • 01/2021 → 08/2021
    Force Sports
    Westlake, OH
  • 08/2020 → 05/2025
    John Carroll University
    University Heights, OH
  • 08/2016 → 05/2020
    St. Ignasius High School
    Cleveland, OH
  • 06/2020 → 07/2020
    Unemployed
    North Ridgeville, OH
  • 06/2025 → 06/2026
    Unemployed
    North Ridgeville, OH
  • 06/2026 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-13
S63 Uniform Securities Agent State Law Examination 2026-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-03-13
  • S63 Uniform Securities Agent State Law Examination
    2026-02-19
Other Names
  • Erik Daugenti

View on SEC IAPD

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SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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