Broker Check
Daniel LeRoy, CFP®

Daniel LeRoy, CFP®

Financial Advisor

Daniel focuses on assisting clients with investment and retirement planning, tax mitigation strategies, college planning and much more. Before starting his career as a financial advisor, he was a proud member of the Peace Corps where he was stationed in the Dominican Republic as a Small Business Development Volunteer. Bringing his passion of helping those in need, he quickly became a leading advisor through our alliance with Equitable Advisors, Daniel graduated from SUNY Geneseo with a degree in Business Administration. His credentials include: FINRA Series 7, Series 66.CERTIFIED FINANCIAL PLANNER®, and a Retirement Planning Specialist graduate from University of Penn Wharton School of Business

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.

Licentia Financial, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.