Edward John Kotak

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

• 04/2014 → 11/2021
  Nylife Securities Llc
  Melville, NY
• 02/2014 → 11/2021
  New York Life Insurance Company
  Melville, NY
• 11/2021 → 06/2024
  Equity Services, Inc.
  Montpelier, VT
• 11/2021 → Present
  National Life Group
  Hauppauge, NY
• 08/2024 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2022-03-26 → 2024-06-17
  Equity Services, Inc.
  Hauppauge, NY

Other Businesses

*ISLAND WEALTH SOLUTIONS INC. 410 MOTOR PARKWAY, HAUPPAUGE, NY, 11788. INV REL, ONGOING, AUGUST 2024. CEO. WEBSITE FOR BUSINESS. DURING TRD/HRS. **EASTERN ADVISORY GROUP,410 MOTOR PARKWAY,HAUPPAGUE,NY 11788, ONGOING,06/16/2025,AGENT,INSURANCE,INV REL,DURING TRD/HRS,40 HRS/WK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-23
• S66 Uniform Combined State Law Examination
  2022-03-26
• S63 Uniform Securities Agent State Law Examination
  2013-01-04

Other Names

• Edward J Kotak
• Edward John Kotak