Daniel
Santy
Equitable Advisors, LLC
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About this Advisor
Daniel Santy is a financial advisor based in Roanoke, Virginia, working with Equitable Advisors, LLC. Daniel has previously held positions at Southern Team Auto Mall, Equitable Advisors, LLC, Dunmar Moving Systems, Southwest Virginia Moving And Storage, Valley Distributing Inc, Damon Gettier And Associates, and Haley Toyota Of Roanoke. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Virginia and West Virginia. Currently, Daniel is part of Equitable Advisors, LLC, which operates out of Roanoke, Virginia. The firm has 885 offices and 5,876 employees. The firm manages assets totaling $34.7 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$34,656,353,594
5,876
83,633
$414,386
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 Santy Work History
Equitable Advisors, LLC
Southern Team Auto Mall
Dunmar Moving Systems
Southwest Virginia Moving And Storage
Damon Gettier And Associates
Valley Distributing Inc
Haley Toyota Of Roanoke
Disclosures
Please visit the SEC profile of Daniel Santy 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
Bala Cynwyd, PA
Scottsdale, AZ
Winter Springs, FL
New York, NY
Franklin, TN
Lutherville Timonium, MD
Folsom, CA
New Braunfels, TX
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