James
Muro

Equity Services, Inc

CRD#2235192
Investment Advisor
in New York, NY
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About this Advisor

James Muro is a certified financial planner based in New York, New York, who has been in the advisory business for 26 years. Muro works at Equity Services, Inc. Throughout their career, they have worked at Metlife Securities Inc, Metropolitan Life Insurance Company, Equity Services, Inc and National Life Group. Muro maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Equity Services, Inc is an advisory firm that has its headquarters in New York, New York. It has offices in 208 locations and a total of 400 people on staff. It handles $1 billion in assets across its 9,508 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 9,508 client accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Equity Services, Inc offers a wide range 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 the services provided. Fees billed by Equity Services, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 years

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

Disclosures

Yes

Office Location

675 Third Avenue Suite 900
New York, NY 10017

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,269,798,724

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

400

NY Average: 30
Total Number of Accounts

9,508

NY Average: 868
Average Account Size

$133,551

NY Average: $4,905,203

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Muro Work History

James has 26 years of experience.

2013 - Present (6 years)

Equity Services, Inc

2013 - Present (6 years)

National Life Group

1992 - 2013 (21 years)

Metlife Securities Inc

1992 - 2013 (21 years)

Metropolitan Life Insurance Company

Disclosures

James Muro has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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