Richard
Donado
Equity Services, Inc
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About this Advisor
Richard Donado is a financial advisor based in New York, New York, working with Equity Services, Inc. Richard has previously held positions at Pruco Securities LLC, The Prudential Insurance Co Of America, Hornor Towsend & Kent Inc, Penn Mutual Life Insurance Co, Massmutual Life Insurance Co, Mml Investors Services, LLC, National Life Group, and Equity Services, Inc. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Richard is part of Equity Services, Inc, which operates out of New York, 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.
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Donado Work History
National Life Group
Equity Services, Inc
Massmutual Life Insurance Co
Mml Investors Services, LLC
Hornor Towsend & Kent Inc
Penn Mutual Life Insurance Co
Pruco Securities LLC
The Prudential Insurance Co Of America
Disclosures
Please visit the SEC profile of Richard Donado 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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