Osaic Wealth
42yrs
Top advisor by experience in Somerset
22yrs
William Daniel
Financial advisor at Equitable Advisors
Based in Somerset, New Jersey, William Daniel is a fiduciary financial advisor with 22 years of industry experience. William has been with Equitable Advisors since 2005. 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 28 advisors with offices in Somerset, and one of 26 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 72% of advisors at Equitable Advisors
OfficeSomerset, NJ
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 ?1 state
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
- 2005 – nowEquitable Advisors, LLCCurrent firm
Contact William
(212) 314-4600Firm headquarters in New York, NY. Ask for William. Somerset, NJOffice · Get directions LinkedIn pageEquitable AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Equitable Advisors at (212) 314-4600 and ask for William Daniel. William works from the Somerset, NJ office.
How long has William been a financial advisor?
William has been in the industry since 2004, about 22 years. More experience than 72% of advisors at Equitable Advisors.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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.
Other advisors nearby
J.P. Morgan Securities
35yrs
Top 2% by experience at J.P. Morgan Securities
LPL Financial
31yrs
Top 11% by experience in Somerset
Network 1 Financial Advisors
29yrs
Top 14% by experience in Somerset
State Farm Investment Management
26yrs
Top 15% by experience at State Farm Investment Management
Strategic Advisers
23yrs
Top 10% by experience at Strategic Advisers