Nicholas A Marchelos

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 → 08/2021
  Nylife Securities, Llc
  Melville, NY
• 03/2015 → 08/2021
  New York Life Insurance Company
  Melville, NY
• 07/2021 → 04/2022
  Massmutual Life Insurance Co
  East Hills, NY
• 09/2021 → 04/2022
  Mml Investors Services, Llc
  East Hills, NY
• 05/2022 → Present
  National Life Group
  Hauppauge, NY
• 07/2022 → Present
  Equity Services Inc.
  Montpelier, VT

Other Businesses

*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. 12/01/2025. INV REL. INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS, INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS. *MCINTOSH TAX AND ASSET MANAGEMENT GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. MARCH 2025. NOT INV REL. VICE PRESIDENT. CONDUCTING SEMINARS FROM TIME TO TIME TO PROFESSIONAL ASSOCIATIONS. PRESENTATIONS WILL GO THROUGH ADTRAX. DURING TRADE HRS. *IRON HAWK FINANCIAL,410 MOTOR PARKWAY,2ND FLOOR,HAUPPAUGE,NY 11788,INV REL,DURING TRD/HRS, 12/01/2025,ONGOING INSURANCE,MEMBER,AGENT,20%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-06
• S63 Uniform Securities Agent State Law Examination
  2016-04-22

Other Names

• Nicholas Alexander Marchelos