Donald
Brown

Equity Services, Inc

CRD#1499353
Investment Advisor
in Red Bank, NJ

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About this Advisor

Donald Brown is a chartered financial consultant who works out of Red Bank, New Jersey who has 4 years of industry experience. Brown works at Equity Services, Inc. During their career, Brown has held roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Integrated Financial Concepts LLC / National Life Ins Co and Equity Services, Inc. Brown has a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in New Jersey. Equity Services, Inc is an advisory business operating out of Montpelier, VT. The company has offices in 220 locations and a total of 440 people on staff. It handles $2 billion in assets under management among its 11,317 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 11,317 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Equity Services, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Equity Services, Inc can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Schulz Drive Suite 125
Red Bank, NJ 07701

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

NJ Average: $4,257,716,217
Total Number of Employees

440

NJ Average: 30
Total Number of Accounts

11,317

NJ Average: 868
Average Account Size

$164,964

NJ Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Donald Brown Work History

Donald has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Integrated Financial Concepts LLC / National Life Ins Co

2019 - Present (5 years)

Equity Services, Inc

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massachusetts Mutual Life Insurance Company

1985 - 2017 (32 years)

Metropolitan Life Insurance Company

1985 - 2017 (32 years)

Metlife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Esi Financial Advisors

Deborah Dorman
Atlanta, GA
Jason Goncz
Westerville, OH
Eric Gottesman
Lido Beach, NY
Michael Chiarella
Montpelier, VT
Matthew Keiss
Atlanta, GA
Shon Mclain
Colchester, VT
Alana Furlow
Chicago, IL
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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