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David D

Series 63, Series 65

Towson, MD

Equitable Advisors

David Demuth is a financial advisor with Equitable Advisors in Towson, MD, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors. Outside of his advisory role, he serves on the Admissions Committee and Board of Governors for the Maryland Club. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to appropriate program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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