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Abram James Nunes

Equity Services, Inc.

Montpelier, VT

CRD 6083085

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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
VT RA APPROVED 2023-11-16
  • VT RA
    APPROVED
    Since 2023-11-16

Branch Locations

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
Equity Services, Inc Montpelier VT 09/2012 Present
Other Businesses

BASKETBALL OFFICIAL. NOT INV REL. OFFICIATING YOUTH AAU & REC BBALL. OFFICIAL/REF. 11/15/12. 15-20 HRS/MO. NOT DURING TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-09
  • S66 Uniform Combined State Law Examination
    2023-11-09
Other Names
  • Abram Nunes

View on SEC IAPD

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Nearby Investors

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Nearby Offices

EDWARD JONES · MONTPELIER, VT
GREENHILL FINANCIAL PARTNERS · Montpelier, VT
EDWARD JONES · MONTPELIER, VT

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