Unclaimed Profile

Andrew Robert Speirs

EQUITY SERVICES, INC.·MONTPELIER, Vermont

SIE, Series 99Clean recordEQUITY SERVICES, INC.

ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 6003967Firm CRD# 265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Robert Speirs · MONTPELIER, VT

Registration

CRD #6003967 · EQUITY SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 99

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITY SERVICES, INC.

CRD 265 · SEC 801-41722

AUM

$2.1B

Regulatory assets under management

Employees

450

11,558 client accounts

Services offered by EQUITY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EQUITY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Robert Speirs offer?

Andrew Robert Speirs specializes in Financial Planning, Investment Management. Contact their office in MONTPELIER, Vermont for a consultation.

What are Andrew Robert Speirs's credentials?

Andrew Robert Speirs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Robert Speirs located?

Andrew Robert Speirs is based in MONTPELIER, Vermont, working with EQUITY SERVICES, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.

How does Andrew Robert Speirs charge for services?

Andrew Robert Speirs's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY SERVICES, INC.?

EQUITY SERVICES, INC. has approximately 450 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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