Anthony
Degerolamo

Equity Services, Inc

CRD#2099203
Investment Advisor
in Media, PA

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About this Advisor

Anthony Degerolamo is a certified financial planner who works out of Media, Pennsylvania who has 1 year of industry experience. Degerolamo is currently employed by Equity Services, Inc. Over the course of their career, they have held roles at Allstate, Lpl Financial LLC, Allstate Insurance Co, Degerolamo Financial Strategies, National Life Group and Equity Services, Inc. Degerolamo maintains a Series 63 license, certifying them as a securities agent, and can work in New Jersey. Equity Services, Inc is a financial advisory company operating out of Montpelier, VT. The company has offices in 220 locations and a total of 440 employees. It manages $2 billion in assets under management among its 11,317 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 11,317 accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a broad array 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 largely are based on the type of services. Fees charged by Equity Services, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Rosetree Building 2 1400 N Providence Rd, Suite 3007
Media, PA 19063

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

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

440

PA Average: 30
Total Number of Accounts

11,317

PA Average: 868
Average Account Size

$164,964

PA 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

Anthony Degerolamo Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equity Services, Inc

2021 - Present (3 years)

National Life Group

2017 - Present (7 years)

Degerolamo Financial Strategies

2017 - 2021 (4 years)

Allstate Insurance Co

2013 - 2016 (3 years)

Lpl Financial LLC

2001 - 2013 (12 years)

Allstate

*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 Anthony Degerolamo 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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