Nicholas A Audet

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

• 07/2021 → 08/2025
  Morgan Stanley
  Colchester, VT
• 06/2020 → 05/2021
  New York Life Insurance Company
  Colchester, VT
• 04/2020 → 06/2020
  Butternut Mountain Farm
  Morrisville, VT
• 05/2016 → 03/2020
  Stowe Mountain Resort/The Club At Spruce Peak
  Stowe, VT
• 08/2025 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2023-06-01 → 2025-08-25
  Morgan Stanley
  Colchester, VT

Exams

• S66 Uniform Combined State Law Examination
  2023-05-31