Equity Services, Inc

Investment Advisor
in Staten Island, NY

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About this Advisor

Liam Gilroy is a financial advisor operating out of Staten Island, New York who has 2 years of relevant experience. Gilroy works at Equity Services, Inc. During their career, the advisor has held roles at Equity Services Inc and National Life/Truenorth Financial Solutions. Gilroy holds a Series 63 license, qualifying them as a securities agent, and is able to serve investors in New York. Equity Services, Inc is a financial advisory company that has its headquarters in Montpelier, VT. The firm has offices in 220 locations and a total of 440 people on staff. It has $2 billion in total assets between its 11,317 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 11,317 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. Fees billed by Equity Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

Office Location

1200 South Avenue Suite 201
Staten Island, NY 10314

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Equity Services, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 30
Total Number of Accounts


NY Average: 868
Average Account Size


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

Liam Gilroy Work History

Liam has been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

Equity Services Inc

2013 - Present (11 years)

National Life/Truenorth Financial Solutions

*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.


Please visit the SEC profile of Liam Gilroy 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

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