Daniel Mcdonnell

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

• 05/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 10/2021 → 06/2022
  Herc Rentals
  Latham, NY
• 12/2018 → 01/2021
  True Concepts Consulting
  Buffalo, NY
• 09/2019 → 04/2020
  Peter Clark Student Rentals
  Oneonta, NY
• 11/2015 → 05/2018
  Price Chopper
  Clifton Park, NY
• 08/2017 → 05/2021
  Suny Oneonta University
  Oneonta, NY
• 09/2013 → 07/2017
  East High School
  Clifton Park, NY
• 06/2021 → 09/2021
  Unemployed
  Rexford, NY
• 10/2025 → Present
  Generations Tap & Grill
  Lake Placid, NY

Other Businesses

Generations Tap & Grill - Bartender Non-Investment - Lake Placid, NY - 10/2025 - 16 hrs/mth.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-18

Other Names

• Dan Mcdonnell
• Daniel Joseph Edward Mcdonnell