Brian
Scaletta
Equity Services, Inc
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About this Advisor
Brian Scaletta is a financial advisor based in Johnstown, Pennsylvania who has 19 years of relevant experience. Scaletta works at Equity Services, Inc. Over the course of their career, Scaletta has held roles at National Life Group, Equity Services Inc and Scaletta Cpa & Assoc Pc. Scaletta holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Equity Services, Inc is a registered investment firm operating out of Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 advisors. It controls $2 billion in assets across its 11,317 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 11,317 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs 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 for financial advice are based 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
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
Brian Scaletta Work History
Brian has been registered as a financial advisor for 19 years.*
National Life Group
Equity Services Inc
Scaletta Cpa & Assoc Pc
*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 Brian Scaletta 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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