Salvatore
Mondello
Equity Services, Inc
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About this Advisor
Salvatore Mondello is a financial advisor working in New York, New York with 3 years of industry experience. Mondello currently works for Equity Services, Inc. Their career trajectory has included roles at Lincoln Financial Advisors, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, National Life Ins Co and Equity Services, Inc. Mondello has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and New York. Equity Services, Inc is a registered investment company that has its headquarters in Montpelier, VT. The company has offices in 220 locations and a total of 440 people on staff. It handles $2 billion in total assets among its 11,317 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 11,317 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, such as 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 typically vary depending on the services provided. However, fee types billed by Equity Services, Inc can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Salvatore Mondello Work History
Salvatore has been registered as a financial advisor for 3 years.*
National Life Ins Co
Equity Services, Inc
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
Lincoln Financial Advisors
*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.
Disclosures
Please visit the SEC profile of Salvatore Mondello 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 profile-compliance@smartasset.com.
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