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Financial ADVSR advisor directory · SEC adviser records

Equity Services, Inc. financial advisors in Clifton Park, NY

Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Clifton Park, A to Z.

The short answer

7 registered advisors work at Equity Services, Inc. in Clifton Park, out of 453 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

Equity Services, Inc. advisors in Clifton Park, A to Z

Every Equity Services, Inc. advisor →

Equity Services, Inc. advisors in every city and state →Equity Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Equity Services, Inc. advisors in other cities

Hauppauge, NY 31Red Bank, NJ 29Chicago, IL 28Colchester, VT 28Montpelier, VT 28Media, PA 27New York, NY 18Roanoke, VA 17Boca Raton, FL 16Charlotte, NC 14Latham, NY 14Sandy Springs, GA 14Addison, TX 11Melville, NY 11Timonium, MD 11

Other firms in Clifton Park

All Clifton Park advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 27LPL Financial LLC 12Pfs Investments Inc. 10Osaic Wealth, Inc. 9Cetera Investment Advisers LLC 8Holistic Wealth Advisors 6Tsa Management Inc. 6Edelman Financial Engines 3Edward Jones 3

Questions

How many financial advisors does Equity Services, Inc. have in Clifton Park?

7 investment adviser representatives are registered at Equity Services, Inc. offices in Clifton Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 453 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Is Equity Services, Inc. one of the largest advisor employers in Clifton Park?

Equity Services, Inc. ranks number 6 in Clifton Park by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 27.

How do I check a Equity Services, Inc. advisor in Clifton Park?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Equity Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.