Patrick
Maly

Equity Services, Inc

CRD#1849754
Investment Advisor
in Roseland, NJ

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About this Advisor

Patrick Maly is a financial advisor who works out of Roseland, New Jersey who has 1 year of industry experience. Maly is an employee of Equity Services, Inc. Over the course of their career, they have held roles at Mml Investors Services, LLC, Massmutual Life Insurance, Equity Services Inc, Integrated Financial Concepts, Metlife Securities Inc and Metropolitan Life Insurance Company. Maly is approved to work in New Jersey. Equity Services, Inc is an advisory firm based in Montpelier, VT. The firm has offices in 220 locations and a total of 440 advisors. It controls $2 billion in total assets between its 11,317 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 11,317 customer accounts, 23% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Equity Services, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Years Registered*

1 year

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

103 Eisenhower Parkway Suite 306
Roseland, NJ 07068

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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

Patrick Maly Work History

Patrick has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equity Services Inc

2022 - Present (2 years)

Integrated Financial Concepts

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2022 (6 years)

Massmutual Life Insurance

1986 - 2017 (31 years)

Metlife Securities Inc

1986 - 2016 (30 years)

Metropolitan Life Insurance Company

*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 Patrick Maly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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