Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
6yrs
Daniel Leon
Financial advisor at Equitable Advisors
Daniel Leon is a fiduciary financial advisor in Boca Raton, Florida, with 6 years in the industry. Daniel joined Equitable Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2255 Glades Road Suite 412e, Boca Raton, FL 33431
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
- 2020 – nowEquitable Advisors, LLCCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Daniel’s local office at (561) 997-7800 or the Equitable Advisors main office at (212) 314-4600, and ask for Daniel Leon.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2020, about 6 years. 6 years in the industry.
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.
Other advisors nearby
NFSG
47yrs
Top advisor by experience at NFSG
Coquina Private Wealth Advisors
47yrs
Top advisor by experience at Coquina Private Wealth Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Boca Raton
Merrill
47yrs
Top 1% by experience in Boca Raton
Raymond James & Associates
47yrs
Top 1% by experience in Boca Raton