Anthony
Nappi
Equity Services, Inc
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About this Advisor
Anthony Nappi is a financial advisor operating in Jericho, New York who has 2 years of relevant experience. Nappi is on the advisory team at Equity Services, Inc. During their career, Nappi has held roles at Equity Services, Inc and National Life Group. Nappi maintains a Series 63 license, designating them as a securities agent, and is able to advise clients in New York. Equity Services, Inc is an advisory firm operating out of Montpelier, VT. It has offices in 220 locations and a total of 440 employees. It controls $2 billion in total assets between its 11,317 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 11,317 accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm performs 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. Fees for financial advisory services typically depend on which services are provided. Fees charged by Equity Services, Inc most likely include some blend 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
Anthony Nappi Work History
Anthony has been registered as a financial advisor for 2 years.*
Equity Services, Inc
National Life Group
*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 Anthony Nappi 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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