Retirement Planning Group
42yrs
Top advisor by experience in Malta
4yrs
Daniel McDonnell
Financial advisor at Equitable Advisors
Daniel McDonnell has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Malta, New York. Daniel joined Equitable Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 65 advisors with offices in Malta, and one of 58 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office101 State Farm Place Suite 103, Malta, NY 12020
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
- 2022 – nowEquitable Advisors, LLCCurrent firm
Contact Daniel
Local office(518) 373-7300Ask for Daniel. (212) 314-4600Main office · New York, NY 101 State Farm Place Suite 103Malta, NY 12020Office · 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 (518) 373-7300 or the Equitable Advisors main office at (212) 314-4600, and ask for Daniel McDonnell.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 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.
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