Equity Services, Inc

Investment Advisor
in Hauppauge, NY

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About this Advisor

Alfred Schefer is a financial advisor based out of Hauppauge, New York with 2 years of industry experience. Schefer is an advisor for Equity Services, Inc. Schefer has gained experience at Metlife Securities, National Life and Equity Services, Inc. Schefer maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in New York. Equity Services, Inc is an advisory firm operating out of Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 advisors. It has $2 billion in assets under management across its 11,317 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 11,317 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by Equity Services, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

1393 Veterans Memorial Highway Suite 314N
Hauppauge, NY 11788

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Equity Services, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 30
Total Number of Accounts


NY Average: 868
Average Account Size


NY 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

Alfred Schefer Work History

Alfred has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

National Life

2016 - Present (8 years)

Equity Services, Inc

2013 - 2016 (3 years)

Metlife Securities

*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.


Please visit the SEC profile of Alfred Schefer 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

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