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Daniel Patrick Nash

Equitable Advisors, LLC

Mill Creek, WA

Bellevue, WA

CRD 6394864

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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_RES 2021-12-01
WA RA APPROVED 2015-06-08
  • TX RA
    APPROVED_RES
    Since 2021-12-01
  • WA RA
    APPROVED
    Since 2015-06-08

Branch Locations

Mill Creek, WA • United States

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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
Axa Advisors, Llc New York NY 09/2014 06/2020
Equitable Advisors, Llc New York NY 09/2014 Present
Other Businesses

Cascade Wealth Strategies, LLC DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-04
S63 Uniform Securities Agent State Law Examination 2014-10-15
  • S66 Uniform Combined State Law Examination
    2015-06-04
  • S63 Uniform Securities Agent State Law Examination
    2014-10-15
Other Names
  • Daniel Nash
  • Dan Nash

View on SEC IAPD

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