Darrie S Schlesinger

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

• 02/2006 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2006 → 12/2023
  Equitable Advisors, Llc
  New York, NY
• 01/2024 → Present
  Equity Services Inc
  Montpelier, VT
• 01/2024 → Present
  National Life Group
  Sandy Springs, GA

Previous Registrations

• 2023-07-07 → 2023-12-22
  Equitable Advisors, Llc
  Atlanta, GA

Other Businesses

*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOING, INV REL, 02/25/2026, INSURANCE, AGENT, SELLING NATIONAL LIFE, LSW AND OTHER INSURANCE PRODUCTS, DURING TRD/HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-29
• S63 Uniform Securities Agent State Law Examination
  2004-07-27

Other Names

• Darrie Astrid Simmons