Daniel Edward Tarallo

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

• 07/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 07/2019 → 12/2019
  Mass Development
  Boston, MA
• 09/2013 → 06/2017
  Fordham Prepatory School
  Bronx, NY
• 01/2013 → 01/2018
  Self-Employed
  Boston, MA
• 07/2017 → 09/2021
  Northeastern University
  Boston, MA
• 09/2021 → 07/2024
  Unemployed
  New York, NY

Other Businesses

1) Musician - upload music to Spotify streaming service. Outside hobby.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-11
• S63 Uniform Securities Agent State Law Examination
  2024-07-12

Other Names

• Daniel Edward Tarallo
• Daniel Tarallo