Brittiny Belmonte Razzano

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

• 03/2015 → 07/2021
  Pks Advisory Services, Llc
  Albany, NY
• 06/2016 → 07/2020
  Health Management Systems, Inc.
  Albany, NY
• 07/2021 → 04/2022
  Halliday Financial Llc
  Albany, NY
• 04/2022 → Present
  Equity Services Inc
  Montpelier, VT
• 11/2018 → Present
  National Life Group
  Clifton Park, NY
• 08/2021 → 04/2022
  Tsa Management Inc
  Albany, NY
• 10/2018 → Present
  Razzano Law, Pllc
  Albany, NY

Previous Registrations

• 2021-08-04 → 2022-04-13
  Tsa Management Inc
  Glen Head, NY
  Clifton Park Drive, NY
• 2015-04-08 → 2021-07-22
  Pks Advisory Services, Llc
  Albany, NY

Other Businesses

*RAZZANO LAW, PLLC,215 WASHINGTON AVENUE EXTENSION, ALBANY, NY 12205,NON INV REL,ONGOING,OWNER/ATTORNEY, TRUSTS AND ESTATES LAW FIRM PROVIDING LEGAL SERVICES IN ESTATE PLANNING AND ESTATE ADMINSTRATION,OCT 2018,DURING TRD/HRS, 80 HR/MTH. *NPA FINANCIAL. 1407 ROUTE 9, BLDG 4, 2ND FL CLIFTON PARK NY. INV REL. JULY 2024. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-10
• S65 Uniform Investment Adviser Law Examination
  2014-12-18

Designations

• Certified Financial Planner

Other Names

• Brittiny Belmonte
• Brittiny Catherine Belmonte