Financial ADVSR advisor directory · SEC adviser records
Equity Services, Inc. financial advisors in Latham, NY
Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Latham, A to Z.
The short answer
14 registered advisors work at Equity Services, Inc. in Latham, out of 453 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 14 are also registered broker representatives.
Equity Services, Inc. advisors in Latham, A to Z
Every Equity Services, Inc. advisor →- Darren ConteAlso a broker rep
- Dustin R. ConteAlso a broker rep
- John J. CunninghamAlso a broker rep
- Eric D. GoldsteinAlso a broker rep
- Paul E. HaldemanAlso a broker rep
- Joshua M. LochnerAlso a broker rep
- Brian McCarthyCertified Financial Planner · Also a broker rep
- Rachel C. McDermottAlso a broker rep
- Nicolette MurrayAlso a broker rep
- Jesse H. Parks IVAlso a broker rep
- Sean D. RelyeaAlso a broker rep
- Noah C. SicardAlso a broker rep
- Mark W. ThomasCertified Financial Planner · Also a broker rep
- Joseph C. WardellAlso a broker rep
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 14Sandy Springs, GA 14Addison, TX 11Melville, NY 11Timonium, MD 11Fairfax, VA 8
Other firms in Latham
All Latham advisors →LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 26Morgan Stanley 26Cetera Investment Advisers LLC 20MML Investors Services, LLC 18Eagle Strategies LLC 11Tiaa-Cref Individual & Institutional Services, LLC 10Raymond James Financial Services Advisors, Inc. 8Ameriprise Financial Services, LLC 6Raymond James & Associates, Inc. 6Equitable Advisors, LLC 4Graney& King, LLC 4
Questions
How many financial advisors does Equity Services, Inc. have in Latham?
14 investment adviser representatives are registered at Equity Services, Inc. offices in Latham, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 453 nationwide. 2 list the CFP designation and 14 are also registered as broker representatives.
Is Equity Services, Inc. one of the largest advisor employers in Latham?
Equity Services, Inc. ranks number 6 in Latham by registered advisors; LPL Financial LLC has the most, with 44.
How do I check a Equity Services, Inc. advisor in Latham?
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.