Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
23yrs
Based in Bellevue, Washington, Daniel Sawyer is a fiduciary financial advisor with 23 years of industry experience. Daniel has been with Equitable Advisors since 2012. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 73% of advisors at Equitable Advisors
Office10500 NE 8th Street Suite 1600, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowEquitable Advisors, LLCCurrent firm
- 2004 – 2012Equitable Advisors, LLCPreviously
Contact Daniel
Local office(206) 728-2400Ask for Daniel. (212) 314-4600Main office · New York, NY 10500 NE 8th Street Suite 1600Bellevue, WA 98004Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (206) 728-2400 or the Equitable Advisors main office at (212) 314-4600, and ask for Daniel Sawyer.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2003, about 23 years. More experience than 73% of advisors at Equitable Advisors.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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