Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
17yrs
Based in New Orleans, Louisiana, Daniel Riso is a fiduciary financial advisor with 17 years of industry experience. Daniel joined Newedge Advisors in 2021, after 11 years at Equitable Advisors. Daniel holds the CFP® designation.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office858 Camp Street, New Orleans, LA 70130
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowNewedge AdvisorsCurrent firm
- 2010 – 2021Equitable Advisors, LLCPreviously
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 Newedge Advisors at 504-459-4391 and ask for Daniel Riso. Daniel works from the New Orleans, LA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. 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?
Newedge 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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