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Kyle Marceau

Equity Services, Inc.

Concord, NH

Montpelier, VT

CRD 5904782

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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:

Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-07-24
  • NH RA
    APPROVED
    Since 2025-07-24

Branch Locations

Concord, NH • United States

One National Life Drive, Montpelier, VT 05604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Corporation Concord NH 02/2011 02/2025
Lincoln Financial Advisors Corporation Concord NH 03/2014 02/2025
Osaic Wealth, Inc. Scottsdale AZ 01/2025 06/2025
Osaic Wealth, Inc. Scottsdale AZ 01/2025 06/2025
Equity Services Inc Montpelier VT 07/2025 Present
  • 02/2011 → 02/2025
    Lincoln Financial Securities Corporation
    Concord, NH
  • 03/2014 → 02/2025
    Lincoln Financial Advisors Corporation
    Concord, NH
  • 01/2025 → 06/2025
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 01/2025 → 06/2025
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 07/2025 → Present
    Equity Services Inc
    Montpelier, VT
Previous Registrations
  • 2025-01-24 → 2025-08-07
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 2011-08-30 → 2025-01-24
    Osaic Fs, Inc.
    Concord, NH
    Concord, NH
    Radnor, PA
    Concord, NH
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-29
  • S66 Uniform Combined State Law Examination
    2011-08-29
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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