Steven
Cellen

Equity Services, Inc

CRD#4263412
Investment Advisor
in West Harrison, NY

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About this Advisor

Steven Cellen is a financial advisor based in West Harrison, New York with 2 years of relevant experience. Cellen is an advisor for Equity Services, Inc. Over the course of their career, they have held roles at National Life Group and Equity Services, Inc. Cellen holds a Series 63 license, designating them as a securities agent, and is able to operate in New York. Equity Services, Inc is a firm based out of Montpelier, VT. It has offices in 220 locations and a total of 440 employees. It has $2 billion in assets between its 11,317 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves five charities and foundations. Of its 11,317 accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. The firm performs 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. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees billed by Equity Services, Inc most likely are comprised of any combination of 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

333 Westchester Avenue South Building Suite 3302
West Harrison, NY 10604

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

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

440

NY Average: 30
Total Number of Accounts

11,317

NY Average: 868
Average Account Size

$164,964

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

Steven Cellen Work History

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

2012 - Present (12 years)

National Life Group

2012 - Present (12 years)

Equity Services, Inc

*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 Steven Cellen 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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West Harrison, NY
Robert Liebman
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Virginia Griffith
Atlanta, GA

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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