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James Anthony Daniello

Equitable Distributors, LLC

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About James Anthony Daniello

James Daniello is an active broker with Equitable Distributors, LLC. James has been in the financial services industry since 2003. Prior to joining Equitable Distributors, LLC, James was employed by TIAA-CREF Individual & Institutional Services, LLC, Hartford Life Distributors, LLC, Sun Life Financial Distributors, Inc., Lincoln Financial Distributors, Inc., ALPS Distributors, Inc., Sammons Securities Company, LLC, and Federated Securities Corp. James has a Series 7, Series 24 and Series 66 license. James is registered in 52 states and Puerto Rico.

Firm Information

James Daniello is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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James Daniello’s Registration & Firm History

NC

07/02/2021 - Present

Equitable Distributors, LLC (Charlotte NC)

PA

12/13/2012 - 06/03/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)

CT

01/30/2012 - 06/28/2012

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

MA

04/28/2009 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

PA

09/21/2007 - 04/23/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NY

01/22/2007 - 08/31/2007

ALPS DISTRIBUTORS, INC. (NEW YORK NY)

IA

03/01/2005 - 11/21/2006

SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)

PA

10/18/2002 - 03/03/2005

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 11/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Anthony Daniello.
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