Richard
Donado
Equity Services, Inc
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About this Advisor
Richard Donado is a chartered financial consultant operating out of New York, New York who has 2 years of relevant experience. Donado currently works for Equity Services, Inc. Over the course of their career, Donado has held roles at Pruco Securities LLC, The Prudential Insurance Co Of America, Hornor Towsend & Kent Inc, Penn Mutual Life Insurance Co, Massmutual Life Insurance Co, Mml Investors Services, LLC, National Life Group and Equity Services, Inc. Donado maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in New York. Equity Services, Inc is an advisory firm that has its headquarters in Montpelier, VT. The firm has offices in 220 locations and a total of 440 advisors. It oversees $2 billion in assets across its 11,317 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 11,317 client accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets. Equity Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types charged by Equity Services, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Donado Work History
Richard has been registered as a financial advisor for 2 years.*
National Life Group
Equity Services, Inc
Massmutual Life Insurance Co
Mml Investors Services, LLC
Hornor Towsend & Kent Inc
Penn Mutual Life Insurance Co
Pruco Securities LLC
The Prudential Insurance Co Of America
*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 Richard Donado 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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