EQUITY SERVICES, INC.

ESI FINANCIAL ADVISORS
MONTPELIER, Vermont·17 registered advisors·CRD# 265
SEC# 801-41722230800-344-7437
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
450
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EQUITY SERVICES, INC.

17 registered advisors
Andrew Robert Speirs
MONTPELIER, Vermont
Ataollah Azarshahi
MONTPELIER, Vermont
Donald Paul Messier
MONTPELIER, Vermont
Eric Keith Kucinskas
MONTPELIER, Vermont
Frances Tierno
MONTPELIER, Vermont
Gregory Dwight Teese
MONTPELIER, Vermont
Jeffrey Wood
MONTPELIER, Vermont
CFP
Jessica Kriewald
MONTPELIER, Vermont
John Francis Keenan
MONTPELIER, Vermont
CFPChFC
Lance Alan Reihl
MONTPELIER, Vermont
Mehran Assadi
MONTPELIER, Vermont
Pamela Newcomb Blalock
MONTPELIER, Vermont
Rebecca Nassar Dunne
MONTPELIER, Vermont
Rebecca Palmer
MONTPELIER, Vermont
Robert Franklin
MONTPELIER, Vermont
Ruth Marie Smith
MONTPELIER, Vermont
Shukri Khader
MONTPELIER, Vermont
05

Office Locations

MONTPELIER, Vermont
17 advisors

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Data sourced from SEC Form ADV filings. EQUITY SERVICES, INC. (CRD# 265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.