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Daniel James Leigh

Equitable Advisors, LLC

Melville, NY

CRD 8049349

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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
OH RA APPROVED 2026-01-30
TX RA APPROVED 2026-01-12
NY RA APPROVED 2025-03-14
  • OH RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2026-01-12
  • NY RA
    APPROVED
    Since 2025-03-14

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • 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
H2O Seafood & Sushi Smithtown NY 08/2019 11/2019
Smithtown Christian School Smithtown NY 12/2019 02/2020
Smithtown Christian School Smithtown NY 09/2017 06/2020
Homeschool (Middle School) Smithtown NY 09/2014 06/2017
Youtube Content Creator Smithtown NY 03/2019 03/2024
Unemployed Smithtown NY 04/2024 03/2025
Equitable Advisors, Llc New York NY 03/2025 Present
  • 08/2019 → 11/2019
    H2O Seafood & Sushi
    Smithtown, NY
  • 12/2019 → 02/2020
    Smithtown Christian School
    Smithtown, NY
  • 09/2017 → 06/2020
    Smithtown Christian School
    Smithtown, NY
  • 09/2014 → 06/2017
    Homeschool (Middle School)
    Smithtown, NY
  • 03/2019 → 03/2024
    Youtube Content Creator
    Smithtown, NY
  • 04/2024 → 03/2025
    Unemployed
    Smithtown, NY
  • 03/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-16
  • S66 Uniform Combined State Law Examination
    2024-12-16
Other Names
  • Daniel James Leigh
  • Daniel Leigh

View on SEC IAPD

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