Frank
Grasso
Equity Services, Inc
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About this Advisor
Frank Grasso is a certified financial planner operating in Hauppauge, New York who has 1 year of relevant experience. Grasso currently works for Equity Services, Inc. During their career, Grasso has held roles at North Ridge Securities Corp, Cogent (Real Wealth), Cetera Advisor Networks LLC, National Life and Equity Services, Inc. Grasso has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Equity Services, Inc is a financial advisory firm that has its headquarters in Montpelier, VT. The firm has offices in 220 locations and a total of 440 advisors. It handles $2 billion in assets across its 11,317 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 11,317 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. Equity Services, Inc provides a number 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 management fees are based on the type of services offered. However, fees charged by Equity Services, Inc likely are comprised 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
Frank Grasso Work History
Frank has been registered as a financial advisor for 1 years.*
National Life
Equity Services, Inc
Cetera Advisor Networks LLC
North Ridge Securities Corp
Cogent (Real Wealth)
*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 Frank Grasso 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 profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
