John
Demartino

Equity Services, Inc

CRD#64969
Investment Advisor
in New York, NY
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About this Advisor

John Demartino is a financial advisor in New York, New York. Currently an advisor with Equity Services, Inc, Demartino has a notable 40 years of work experience in the financial advisory industry. Demartino holds a Series 63 license, qualifying them as a securities broker. Demartino can operate based out of Florida. During their career, the advisor has held roles at Equity Services, Inc and National Life Ins/Equity Services, Inc. Equity Services, Inc is based out of New York, New York, and has 208 offices across the country. Overall, Equity Services, Inc oversees $1 billion in assets across 9,508 client accounts and employs more than 400 people. The firm's total assets under management places it among the larger investment advisory firms in the nation. The firm manages 656 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Equity Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

40 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

John Demartino Work History

John has 40 years of experience.

1978 - Present (41 years)

Equity Services, Inc

1978 - Present (41 years)

National Life Ins/Equity Services, Inc

Disclosures

John Demartino has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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