Daniel Robert House

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

• 04/2010 → 07/2017
  Essex Junction Town Board
  Essex Junction, VT
• 03/2014 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2012-02-16 → 2014-03-03
  Northwestern Mutual Investment Services, Llc
  Colchester, VT

Other Businesses

*ROLLING HILLS,6 KINGFISHER DRIVE, BRUNSWICK, MAINE,08/01/2024,ONGOING, INV REL,NOT DURING TRD/HRS,ASSISTANT IN MANAGMENT OF SALE OF PROPERTY WITH FATHER, SALE OF RESIDENTIAL LOTS FATHER OWNS,1%.*DANIEL HOUSE 6 KINGFISHER DRIVCE, BRUNSWICK, ME 04011,01/30/206,ONGOING,POA FOR UNCLE ROBERT JOHNSON, INV REL, DURING TRD/HRS,1%*DANIEL HOUSE,6 KINGFISHER DRIVE,BRUNSWICK, ME 04011, 02/03/2026, ONGOING,NOT INV REL,NOT DURING TRD/HRS,POA FOR DOMESTIC PARTNER, AMY ETZWEILER, 0%*DANIEL HOUSE, 6 KINGFISHER DRIVE, BRUNSWICK, ME 04011,02/03/2026, ONGOING, NOT INV REL, NOT DURING TRD/HRS, POA, PARENT TO WREN HOUSE,0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-29
• S63 Uniform Securities Agent State Law Examination
  2011-06-10

Designations

• Certified Financial Planner