Matthew
Hagopian

Equity Services, Inc

CRD#7350947
Investment Advisor
in Media, PA

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About this Advisor

Matthew Hagopian is a financial advisor based out of Media, Pennsylvania with a total of 2 years of relevant experience. Hagopian works at Equity Services, Inc. The advisor has gained experience at National Life Group, Equity Services Inc, The Armenian Sisters Academy and Central Bucks And Upper Merion School District. Hagopian holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Equity Services, Inc is a registered investment business based out of Montpelier, VT. It has offices in 220 locations and a total of 440 advisors. It controls $2 billion in assets between its 11,317 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 11,317 customer accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. Equity Services, Inc has 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 advisory services depend on which services the firm provides the client. Fees billed by Equity Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

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

Matthew Hagopian Work History

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

2021 - Present (3 years)

Equity Services Inc

2019 - Present (5 years)

National Life Group

2013 - 2019 (6 years)

The Armenian Sisters Academy

2012 - 2013 (1 year)

Central Bucks And Upper Merion School District

*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 Matthew Hagopian 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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Matthew Keiss
Atlanta, GA
Eric Gottesman
Lido Beach, NY
Michael Chiarella
Montpelier, VT
Robert Liebman
Fort Lauderdale, FL
Eric Goodman
Hauppauge, NY
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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