Michael David Adams

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

• 02/2021 → 11/2024
  Pruco Securities, Llc.
  Canonsburg, PA
• 07/2016 → 06/2018
  Automatic Data Processing
  Coraopolis, PA
• 06/2018 → 03/2019
  Select Energy Services
  Canonsburg, PA
• 03/2019 → 05/2020
  Select Energy Services
  Canonsburg, PA
• 06/2020 → 11/2024
  Prudential Insurance Company Of America
  Canonsburg, PA
• 11/2024 → 01/2025
  Unemployed
  Clearfield, PA
• 01/2025 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2021-10-25 → 2024-12-10
  Pruco Securities, Llc.
  Canonsburg, PA
  Wakefield, MA
  Clearfield, PA
  North Andover, MA

Other Businesses

*MICHAEL ADAMS - RENTAL PROPERTY, CANONSBURG,PA 15317,09/01/2022,ONGOING,INV REL,NOT DURING TRD/HRS,RENTAL PROPERTY,OWNER/LANDLORD,0%.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-31

Other Names

• Mike Adams
• Michael David Adams
• Michael Adams