Daniel Abramowitz
Investment Adviser Representative at World Equity Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Abramowitz is an investment adviser representative with World Equity Group, Inc. in Las Vegas, NV, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Nevada.
Registrations & licenses
- Investment adviser:
- California, Nevada
- Broker:
2 states and territories
California, Nevada
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Orvida Investment Advisors, LLCMar 2024 – no end date reportedLas Vegas, NV
- Orvida Capital, LLCJun 2023 – no end date reportedLas Vegas, NV
- Kingsbarn Realty CapitalJan 2021 – Jun 2023Las Vegas, NV
- New York UniversityJan 2020 – May 2021New York, NY
- FactRight, LLCNov 2018 – Nov 2019Eden Prairie, MN
- AEI Capital CorporationJul 2017 – Nov 2018St Paul, MN
- Macalester CollegeAug 2013 – May 2017St Paul, MN
- Orvida Real Estate Consulting, LLCMar 2024 – no end date reportedLas Vegas, NV
- Millennium Commercial PropertiesDec 2022 – no end date reportedLas Vegas, NV
- World Equity Group, Inc.Mar 2025 – no end date reportedLas Vegas, NV
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About World Equity Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment management, retirement planning, family wealth planning, investment banking, and pre-IPO funds and investments.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 65
- Offices listed on AdvisorFinder:
- 33
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-56328
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at World Equity Group, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Abramowitz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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