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Est. 2026The front page of wealth managementNew York

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Rich Whalen

Representative at Equity Services, Inc.

At a glance

Our coverage identifies Rich Whalen as representative at Equity Services, Inc. (our reporting, October 28, 2026). One story in our coverage names them so far.

Firm
Equity Services, Inc.
Role
Representative
In our coverage
1 story

In the news

  1. SurgeONE.ai adds communications archiving and off-channel monitoring to Avery ActionsFinancial ADVSR

How this page is built

Every line on this page comes from a story that names Rich Whalen: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 28, 2026. All people in our coverage →