Brittiny
Razzano

Equity Services, Inc

CRD#5547450
Investment Advisor
in Clifton Park, NY

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About this Advisor

Brittiny Razzano is a financial advisor operating in Clifton Park, New York who has 1 year of relevant experience. Razzano works at Equity Services, Inc. During their career, Razzano has held roles at Pks Advisory Services, LLC, Herzog Law Firm, P.C, Associates In Occupational Medicine, P.C, Timothy S Hart Law Group, Pc, Albany Law School, Pierro Law Group, LLC, Klose & Associates, Health Management Systems, Inc, Halliday Financial LLC, Equity Services Inc, National Life Group, Tsa Management Inc and Razzano Law, Pllc. Razzano maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Equity Services, Inc is an advisory business that has its headquarters in Montpelier, VT. It has offices in 220 locations and a total of 440 advisors. It controls $2 billion in assets between its 11,317 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to five charities and foundations. Of its 11,317 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets. Equity Services, Inc 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 charged by financial advisors are based on which services are offered. Fees billed by Equity Services, Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

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

7 Executive Park Dr
Clifton Park, NY 12065

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

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

440

NY Average: 30
Total Number of Accounts

11,317

NY Average: 868
Average Account Size

$164,964

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

Brittiny Razzano Work History

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

2022 - Present (2 years)

Equity Services Inc

2018 - Present (6 years)

National Life Group

2018 - Present (6 years)

Razzano Law, Pllc

2021 - 2022 (1 year)

Halliday Financial LLC

2021 - 2022 (1 year)

Tsa Management Inc

2016 - 2020 (4 years)

Health Management Systems, Inc

2015 - 2021 (6 years)

Pks Advisory Services, LLC

2015 - 2016 (1 year)

Herzog Law Firm, P.C

2013 - 2015 (2 years)

Herzog Law Firm, P.C

2013 - 2013 (< 1 year)

Timothy S Hart Law Group, Pc

2013 - 2013 (< 1 year)

Pierro Law Group, LLC

2013 - 2013 (< 1 year)

Klose & Associates

2012 - 2014 (2 years)

Associates In Occupational Medicine, P.C

2011 - 2014 (3 years)

Albany Law School

*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 Brittiny Razzano 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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