Daniel
Derosa
Equitable Advisors, LLC
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About this Advisor
Daniel Derosa is a financial advisor working out of Folsom, California with a total of 3 years of industry experience. Derosa is an employee of Equitable Advisors, LLC. Over the course of their career, they have held roles at Avalon Nw Landscaping, Hanna Boys' Center, Taco Bell, Snowline Hospice Thrift Store, University Of Puget Sound, Axa Advisors, LLC and Equitable Advisors, LLC. Derosa maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Arizona, California, Montana, Nevada and Washington. Equitable Advisors, LLC is a company headquartered in New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It oversees $25 billion in assets between its 75,222 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are associated with high-net-worth individuals who have at least $1 million in assets. The firm provides a number of services, including 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fees billed by Equitable Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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 Derosa Work History
Daniel has been registered as a financial advisor for 3 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Avalon Nw Landscaping
Hanna Boys' Center
Taco Bell
Snowline Hospice Thrift Store
University Of Puget Sound
*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 Derosa 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
Falls Church, VA
New York, NY
Stamford, CT
Mount Pleasant, SC
Houston, TX
Dallas, TX
Selma, AL
Trussville, AL
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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