Conor
Boyd

Equity Services, Inc

CRD#4694796
Investment Advisor
in Queensbury, NY

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About this Advisor

Conor Boyd is a financial advisor based in Queensbury, New York, working with Equity Services, Inc. Conor has previously held positions at Mml Investors Services, Mass Mutual Life Insurance Company, Equity Services, Inc, and National Life Group Of Vermont. Conor has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and New York. Currently, Conor is part of Equity Services, Inc, which operates out of Queensbury, New York. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

1048 State Route 9 Ste 2
Queensbury, NY 12804

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

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

450

NY Average: 30
Total Number of Accounts

11,558

NY Average: 868
Average Account Size

$183,834

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

Conor Boyd Work History

2015 - Present (9 years)

Equity Services, Inc

2015 - Present (9 years)

National Life Group Of Vermont

2014 - 2015 (1 year)

Mml Investors Services

2014 - 2015 (1 year)

Mass Mutual Life Insurance Company

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Disclosures

Please visit the SEC profile of Conor Boyd 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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