Mackenzie Robert Abbate

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

• 07/2017 → 08/2024
  Knights Of Columbus Insurance
  New Haven, CT
• 06/2013 → 06/2017
  National Financial Services
  Roanoke, VA
• 01/2021 → 08/2024
  Knights Of Columbus Asset Advisors
  New Haven, CT
• 08/2024 → Present
  National Life Group
  Richmond, VA
• 08/2024 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2023-02-08 → 2024-08-06
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT
  Slidell, LA
  Fairfax, VA

Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024, INSURANCE, MANAGING DIRECTOR, DURING TRD/HRS, 40 HRS*THE MILLENNIAL BROTHERS LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONCE PER YEAR, INV REL, 08/2024, PROMOTE FINANCIAL LITERACY, OWNER, PRESIDENT, DURING TRD/HRS, O HRS*CATHOLIC ORDER OF THE FORESTERS, 4118 E PARHAM RD, RICHMOND, VA, 23228, INV REL,DURING TRD/HRS,INSURANCE,AGENT,08/2024,5%*KING BROKERAGE OF VIRGINIA LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, 11/2024. ONGOING, INV REL. BROKERAGE GENERAL AGENCY TO WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE. DURING TRD/HRS, 5 HRS*THE ABBATE FOUNDATION, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, NON INV REL, 11/22/2024, CHARITY, MEMBER, VOLUNTEER, DURING TRD/HRS, 1%*ABBATE WEALTH HOLDINGS LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 06/18/2025, SOLE MEMBER/MANAGER, LLC TO RECEIVE 1099 COMMISSION INCOME, NOT DURING TRD/HRS, 0%*CAG TAX SERVICES LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-08

Other Names

• Max Abbate
• Mackenzie R Abbate