Travis Peter Ramsdell

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → Present
  Equity Services Inc
  Montpelier, VT

Other Businesses

*ASSOCIATED BUSINESS CONTRACTORS-CONNECTICUT CHAPTER, NOT INV REL. LOCATED IN CT, CONTRACTOR ASSOC, MEMBERSHIP DIRECTOR, 3/15/06-PRES, 5-10 HR/MO, DUR TRD HRS, I ATTRACT AND RETAIN MEMBERS TO THE ASSOC. I RECEIVE NO COMP. *360 FEDERAL CREDIT UNION. 191 ELLA GRASSO TURNPIKE, WINDSOR LOCKS, CT. NOT INV REL. BOARD MEMBER/BOARD OF DIRECTORS. CURRENTLY ENGAGED. 1 HR/MO. DURING TRADE HRS. *WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE SUITE 900 NY NY. INV REL. MARCH 2023. FIXED INS. EXEC VP. FIXED INS SALES/SERVICE. DURING TRADE HRS. *CONSTRUCTION EDUCATION CENTER (CEC). 35A ROBERT JACKSON WAY, PLAINVILLE CT. 01/14/2026. NON-PROFIT TRAINING ORG (CARPENTRY, ELECTRICAL, HVAC, PLUMBING, AND SHEET METAL TRADES). MEMBER. GRANT WRITING SUBCOMMITTEE, DURING SOME TRADE HRS*FINANCIAL WELLNESS CONSULTING,175 CAPITAL BOULEVARD, 4TH FLOOR, ROCKY HILL, CT 06067,07/2024,ONGOING,INV REL,DURING TRD/HRS, AGENT,TEACHING CLIENTS ABOUT FINANCIAL WELLNESS, 4 HRS/WK*FOUNDATION WEALTH PARTNERS,175 CAPITAL BLVD 4TH FLOOR, ROCKY HILL, CT 06067,04/01/2025,INV REL,DURING TRD/HRS,ONGOING,PRESIDENT & CEO,OWNER,INSURANCE,100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-07
• S63 Uniform Securities Agent State Law Examination
  1999-06-23