Daniel Mulligan, financial advisor Erie PA

Daniel Mulligan

CRD Number: 7015141
Current Firm: Equitable Advisors, LLC

Daniel Mulligan (CRD# 7015141) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jun 2019 - Current 3
Dan Mulligan & Associates Edinboro, PA Jun 2012 - Current 10
Axa Advisors, LLC New York, NY Jun 2019 - Jun 2020 1
Bankers Life Erie, PA Jul 2017 - Apr 2019 1
Grand Canyon University Phoenix, AZ Jun 2010 - May 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Daniel F. Mulligan
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • IN
  • IA
  • NY
  • PA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    24,117
    MILLIONS
  • Total Number of Accounts
    74,518
    ACCOUNTS
  • Average Account Value
    $323,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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