Roberto
Abele
Equity Services, Inc
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About this Advisor
Roberto Abele is a financial advisor operating in Montpelier, Vermont, who has 5 years of industry experience. Abele is currently employed by Equity Services, Inc. Their career trajectory has included roles at Edward Jones, Sentinel Financial Services Company, Equity Services Inc and National Life Group. Abele holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Vermont. Equity Services, Inc is an advisory company that has its headquarters in Montpelier, VT. The company has offices in 220 locations and a total of 440 people on staff. It has $2 billion in assets across its 11,317 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises five charities and foundations. Of its 11,317 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable 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 charged by financial advisors usually depend on which services are offered. Fee types billed by Equity Services, Inc most likely include some 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
Roberto Abele Work History
Roberto has been registered as a financial advisor for 5 years.*
Equity Services Inc
National Life Group
Sentinel Financial Services Company
Edward Jones
*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 Roberto Abele 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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