Michael Christopher Seeley

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

• 07/2003 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2002-10-12 → 2003-01-06
  Holmes Investment Management, Inc.
  South Easton, MA

Other Businesses

*NATIONAL LIFE INSURANCE CO, INVESTMENT RELATED. LOCATED IN CLIFTON PARK NY. INSURANCE SALES. CAREER AGENT. 08/03-PRESENT. 120 HRS PER MONTH. DURING TRADING HRS. FINDING APPROPRIATE LIFE INS. + ANNUITY PRODUCTS. *MICHAEL SEELEY. 1204 REGENCY PARK NORTH, QUEENSBURY NY 12804. 8/2018. NOT INV REL. TRUSTEE FOR IRREVOCABLE LIFE INS TRUST FOR MICHELLE Z. SEELEY (SISTER IN LAW). TRUSTEE. NOT DURING TRADE HRS. *NPA FINANCIAL, LLC., LOCATED IN CLIFTON PARK NY. INSURANCE SALES ASSOCIATE. 8/03-PRES. 200 HR PER MNTH, DURING TRADING HRS. SELL LIFE, DISABILITY AND HEALTH. *ELYSIUMFI, 92 BAY STREET SUITE 204 GLENS FALLS NY 12801. INV. REL. DBA FOR MY PRACTICE, LTC INS. SALES, 7/06-PRES.,PRES/OWNER, AGENT/BROKER FOR SEV. INS. COS TO SELL LIFE, DIS., HEALTH, PROP./CASUALTY. DURING TRADE HRS. *MICHAEL SEELEY - VEHICLE RENTAL. 92 BAY STREET, SUITE 204, GLENS FALLS NY. INV REL. AUG 2022. RENT OUT MAZDA AND VW VEHICLE ON TURO.COM FOR RENTAL INCOME. OWNER. SET UP LISTING, MAINTAIN CARS. DURING SOME TRADE HRS. MAY ADD OTHER SITES AT LATER DATE. *MICHAEL SEELEY - DRIVER. 1204 REGENCY PARK NORTH, QUEENSBURY NY. JAN 2023. DRIVING FOR UBER, LYFT, UBER EATS, DOORDASH. DRIVER. DRIVING SERVICE. DURING SOME TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-04
• S63 Uniform Securities Agent State Law Examination
  2000-09-01