Daniel
Davidson

Equitable Advisors, LLC

CRD#5561745
Investment Advisor
in Dallas, TX

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About this Advisor

Daniel Davidson is a financial advisor operating in Dallas, Texas with 15 years of relevant experience. Davidson is currently employed by Equitable Advisors, LLC. Throughout their career, they have worked at Axa Advisors, LLC and Equitable Advisors, LLC. Davidson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Arkansas, Florida, Mississippi, Oklahoma and Texas. Equitable Advisors, LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 advisors. It oversees $25 billion in assets among its 75,222 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 177 charitable organizations. Of its 75,222 accounts, 42% are held by high-net-worth individuals who have at least $1 million in assets. The business offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually are based on which services the firm provides the client. Fees billed by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12377 Merit Drive Suite 1500
Dallas, TX 75251

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

TX Average: $7,464,549,021
Total Number of Employees

5,251

TX Average: 88
Total Number of Accounts

75,222

TX Average: 3,892
Average Account Size

$326,438

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Davidson Work History

Daniel has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Equitable Advisors, LLC

2008 - 2020 (12 years)

Axa Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Matthew Chirico
Stamford, CT
Brian Kelly
Houston, TX
Stephen Curlee
Franklin, TN
Michael Stenach
Minneapolis, MN
Sean Dambaugh
Mount Pleasant, SC
Gerald Grant
Falls Church, VA
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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