Gary
Javier

Equity Services, Inc

CRD#2285639
Investment Advisor
in West Harrison, NY

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About this Advisor

Gary Javier is a financial advisor based in West Harrison, New York, working with Equity Services, Inc. Gary has previously held positions at Equity Services Inc, National Life Group, Mml Investors Services, New York Life Insurance Co, Nylife Securities LLC, The College Of Westchester, and Mass Mutual Life Insurance Company. Gary has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Gary is part of Equity Services, Inc, which operates out of West Harrison, 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

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

333 Westchester Avenue South Building Suite 3302
West Harrison, NY 10604

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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

Gary Javier Work History

2022 - Present (3 years)

Equity Services Inc

2022 - Present (3 years)

National Life Group

2016 - 2022 (6 years)

Mml Investors Services

2016 - 2016 (< 1 year)

The College Of Westchester

2016 - 2022 (6 years)

Mass Mutual Life Insurance Company

2007 - 2016 (9 years)

New York Life Insurance Co

2007 - 2016 (9 years)

Nylife Securities LLC

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Disclosures

Please visit the SEC profile of Gary Javier 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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