About Us

Daniel LeRoy

Financial Professional
Phone: (443) 832-1926

Daniel LeRoy is a Senior Associate and Financial Consultant with Phoenix Private Wealth/ AXA Advisors LLC, where he focuses on assisting clients with investment and retirement planning, tax strategies, college planning and much more.

Before beginning his career at AXA he wanted to make sure he gave back more than on the occasion. He decided to join the Peace Corps, and was stationed in the Dominican Republic as a Small Business Development Volunteer. Daniel was able to build two tour companies while managing a Cooperative of fishermen. In his spare time he taught English and Entrepreneurial classes in the community while working very closely with Rotary International and the local Government.

Bringing his passion of helping those in need, he quickly became a leading force within Phoenix Private Wealth by earning the AXA Fast Start Award for his achievements.

Daniel is a Graduate of SUNY Geneseo with a degree in Business Administration. He holds the Series 7 and Series 66 registrations; and Life, Accident and Health Licenses.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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