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 AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

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

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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