Adviser and broker representative · Equitable Advisors, LLC
Claudiu L. Dan
CRD 7020676 · Seven Hills, OH
At a glance
Claudiu L. Dan is an investment adviser representative with Equitable Advisors, LLC in Seven Hills, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Claudiu’s SEC record dates to 2019, about 7 years ago. Claudiu is also registered as a broker representative.
Current advisory firm
- Equitable Advisors, LLCSince January 2024Seven Hills, OH · $47B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Claudiu’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.