Daniel Morales

Equitable Advisors, LLC

CRD 6926271

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-09-15
FL	RA	APPROVED	2025-01-02

TX RA
APPROVED_RES

Since 2025-09-15
FL RA
APPROVED

Since 2025-01-02

Branch Locations

Palm Beach, FL • 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

Organization	City	State	From	To
Florida State University	Tallahassee	FL	09/2014	06/2018
Dotaciones Y Escolares Sas	Cali		05/2016	08/2017
Polo Club Apartments	Tallahassee	FL	07/2016	02/2017
Axa Advisors, Llc.	New York	NY	07/2018	06/2020
Equitable Advisors, Llc	New York	NY	07/2018	Present

09/2014 → 06/2018

Florida State University

Tallahassee, FL
05/2016 → 08/2017

Dotaciones Y Escolares Sas

Cali
07/2016 → 02/2017

Polo Club Apartments

Tallahassee, FL
07/2018 → 06/2020

Axa Advisors, Llc.

New York, NY
07/2018 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1. RENTAL OWNER; 2882 S Fox Ct Englewood, CO 80110; START 1/5/2024; APPROX. 1 HOUR/MONTH.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-18

S66 Uniform Combined State Law Examination

2019-05-18

View on SEC IAPD

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