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Daniel John Fitzgerald

Equitable Advisors, LLC

New York, NY

New York, NY

CRD 7639230

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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 2024-04-10
NY RA APPROVED 2024-01-18
  • TX RA
    APPROVED
    Since 2024-04-10
  • NY RA
    APPROVED
    Since 2024-01-18

Branch Locations

New York, NY • United States

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Equitable Advisors, Llc. New York NY 10/2022 Present
Unemployed Wilton CT 05/2022 10/2022
Ring's End Wilton CT 05/2019 08/2019
Gettysburg College Gettysburg PA 08/2018 05/2022
Village Market Wilton CT 03/2017 05/2018
Wilton High School Wilton CT 09/2014 06/2018
  • 10/2022 → Present
    New York, NY
  • 05/2022 → 10/2022
    Unemployed
    Wilton, CT
  • 05/2019 → 08/2019
    Ring's End
    Wilton, CT
  • 08/2018 → 05/2022
    Gettysburg College
    Gettysburg, PA
  • 03/2017 → 05/2018
    Village Market
    Wilton, CT
  • 09/2014 → 06/2018
    Wilton High School
    Wilton, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-17
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2024-01-17
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Daniel John Fitzgerald

View on SEC IAPD

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