Craig Eric Berman

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

• 06/2004 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2000-01-01 → 2004-06-14
  Kahn,Berman,Solomon,Taibel,& Mogol,Pa
  Timonium, MD

Other Businesses

*LAW OFFICES OF CRAIG BERMAN, LLC, LOCATED IN TIMONIUM, MD,SOLE MEMBER-ATTORNEY, ESTATE PLANNER, 09/99-PRES,150 HR/MO,DUR TRAD HRS*DEERECO FINANCIAL SERVICES LLC,INV REL,307 INTERNATIONAL CIRCLE,STE 620,HUNT VALLEY,MD 21030, INSURANCE, 09/99,150 HR/MO,DUR TRAD HRS, AGENT FOR SEVERAL INS CO TO SELL LIFE, DISABILITY AND LTC INS. I ALSO ADVISE CLIENTS AS TO INS PRODUCTS*WORTHINGTON FINANCIAL PARTNERS. INV REL. 307 INTERNATIONAL CIRCLE,STE 620,HUNT VALLEY,MD 21030,INSURANCE, AGENT,9/04/20 HRS/MO, DUR TRAD HRS, I AM AN AGENT FOR WORTHINGTON FINANCIAL PARTNERS-LICENSED LIFE, HEALTH, & ANN*HS FOUNDATION,INC,307 INTERNATIONAL CIRCLE, STE 630, HUNT VALLEY,MD 20130,01/01/2022,ONGOING,NOT INV REL,NOT DURING TRD/HRS,DIRECTOR,PRIVATE FOUNDATION FOR RECENTLY DECEASED INDIVDUAL ESTABLISHED BY HIS ESTATE, TO ACT AS DIRECTOR OF FOUNDATION CHARITABLE DISTRIBUTIONS,0%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-22
• S65 Uniform Investment Adviser Law Examination
  1999-08-30