Daniel Vega (CRD# 6273967) is an Investment Advisor Representative working at Equitable Advisors, LLC in New York, NY and has over 10 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Sep 2021 - Current | 2 |
Barnum Financial Group | New York, NY | Nov 2020 - Sep 2021 | < 1 |
Mml Investors Services | New York, NY | Oct 2020 - Sep 2021 | < 1 |
Mass Mutual Life Insurance Company | New York, NY | Oct 2020 - Sep 2021 | < 1 |
The Prudential Insurance Company Of America | White Plains, NY | Mar 2020 - Oct 2020 | < 1 |
Pruco Securities, LLC | White Plains, NY | Mar 2020 - Oct 2020 | < 1 |
Pruco Securities LLC | White Plains, NY | Jan 2017 - Feb 2020 | 3 |
The Prudential Insurance Company Of America | White Plains, NY | Jan 2017 - Feb 2020 | 3 |
Bank Of America, N.a. | New York, NY | Jul 2014 - Jan 2017 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Nov 2013 - Jan 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- CA
- CT
- DE
- IL
- MD
- MI
- NH
- NJ
- NY
- NC
- PA
- RI
- TX
-
Total Assets Under Management27,251MILLIONS
-
Total Number of Accounts77,076ACCOUNTS
-
Average Account Value$353,557
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.