Alexander Daniel

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

• 06/2025 → 07/2026
  Hole In The Wall Restaurant
  Grimstead, VA
• 05/2023 → 08/2025
  Lulu Bird's Kitchen/Porter's On Main (Ownership Change)
  Gloucester, VA
• 05/2024 → 08/2024
  Primis Bank
  Gloucester, VA
• 08/2021 → 05/2026
  Longwood University
  Farmville, VA
• 08/2020 → 08/2022
  Short Lane Ice Cream Company
  Gloucester, VA
• 06/2017 → 05/2021
  Gloucester High School
  Gloucester, VA
• 08/2014 → 05/2017
  Page Middle School
  Gloucester, VA
• 08/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

06/2025 - Hole in the Wall Restaurant - 384 Old Ferry Rd Grimstead VA 23064 - Food Server - 60 Hours per month - Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2026-06-30

Other Names

• Alexander Daniel
• Alec Daniel
• Alexander Scott Daniel