Anthony
Gambone

Equity Services, Inc

CRD#6060574
Investment Advisor
in Media, PA

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About this Advisor

Anthony Gambone is a financial advisor operating in Media, Pennsylvania, with 4 years of industry experience. Gambone is an advisor for Equity Services, Inc. The advisor has gained experience at Pruco Securities, LLC, The Prudential Insurance Company Of America, Equity Services, Inc and National Life/Evolution Financial Group. Gambone maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Equity Services, Inc is a registered investment company operating out of Montpelier, VT. The company has offices in 220 locations and a total of 440 advisors. It administers $2 billion in assets across its 11,317 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 11,317 accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. Equity Services, Inc offers 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 fees largely vary depending on the type of financial services provided. However, fees charged by Equity Services, Inc most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

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 Gambone Work History

Anthony has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Equity Services, Inc

2018 - Present (6 years)

National Life/Evolution Financial Group

2012 - 2018 (6 years)

Pruco Securities, LLC

2012 - 2018 (6 years)

The Prudential Insurance Company Of America

*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 Gambone 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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