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Mehran Assadi

EQUITY SERVICES, INC.·MONTPELIER, Vermont
Unclaimed Profile
ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 5270638Firm CRD# 265
01

About

Mehran Assadi is a registered financial advisor based in MONTPELIER, Vermont, affiliated with EQUITY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EQUITY SERVICES, INC.
ESI FINANCIAL ADVISORS
AUM
$2.1B
Regulatory assets under management
Employees
450
Total firm employees
View all advisors at EQUITY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5270638
Firm CRD# 265
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mehran Assadi offer?
Mehran Assadi specializes in Financial Planning, Investment Management. Contact their office in MONTPELIER, Vermont for a consultation.
What are Mehran Assadi's credentials?
Mehran Assadi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mehran Assadi located?
Mehran Assadi is based in MONTPELIER, Vermont, working with EQUITY SERVICES, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.
How does Mehran Assadi charge for services?
Mehran Assadi'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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Nearby cities in Vermont
BURLINGTON (61)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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