Daniel Howard

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
CA	RA	APPROVED	2026-01-02

CA RA
APPROVED

Since 2026-01-02

Branch Locations

Westminster, CA • United States

5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036 • 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
Equitable Advisors, Llc	New York	NY	07/2023	Present
California Highway Patrol	Rancho Cucamonga	CA	06/2009	11/2023

07/2023 → Present

Equitable Advisors, Llc

New York, NY
06/2009 → 11/2023

California Highway Patrol

Rancho Cucamonga, CA

Other Businesses

01/2021 - Present - TLE Management Group, LLC; non-investment related; 14111 Enfield Circle, Westminster, CA 92683, LLC covering short term rental property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-28

S66 Uniform Combined State Law Examination

2023-09-28

Other Names

Daniel Howard
Daniel Dwight Howard

View on SEC IAPD