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Daniel B
Series 66
Andover, NY
Equitable Advisors
Daniel Bentz is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2017, previously associated with Axa Advisors. Outside of his advisory role, he serves as Power of Attorney for his father's TIAA-CREF account. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and discretionary management models to serve a broad client base.
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