| Name | Title | Ownership | Since |
|---|---|---|---|
| Ataollah Azarshahi Control | President & Ceo | Under 5% | 2020 |
| Eric Keith Kucinskas Control | Vp, Finop & Treasurer | Under 5% | 2022 |
| Gregory Dwight Teese Control | Svp, Operations, Coo | Under 5% | 2019 |
Equity Services, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.
Equity Services, Inc. reports 470 employees.
Equity Services, Inc. is based in Montpelier, VT and has been SEC-registered since 1992.
Equity Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One National Life Drive, Montpelier, VT 05604 |
| Phone | 800-344-7437 |
| Fax | 802-229-7244 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $527.1M |
| Non-discretionary | $1.92B |
| Total (RAUM) | $2.45B |