David Anthony Critelli

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

• 01/1985 → Present
  Dac Tax & Accounting Svcs, Inc
  Jericho, NY
• 05/2016 → 04/2022
  First Allied Securities, Inc.
  San Diego, CA
• 05/2016 → 04/2022
  First Allied Advisory Services, Inc.
  Schaumburg, IL
• 04/2022 → Present
  National Life
  Hauppauge, NY
• 04/2022 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2021-09-02 → 2022-04-19
  Cetera Investment Advisers Llc
  Jericho, NY

Other Businesses

*DAVID CRITELLI. 380 NORTH BROADWAY, SUITE 306, JERICHO NY 11753. INV REL. MAY 2016. FIXED INS, LIFE, HEALTH, ANNUITIES, LTC, DISABILITY INS. AGENT WITH VARIOUS CARRIERS. SALE AND SERVICE OF FIXED INS PRODUCTS. DURING TRADE HRS. *DIX HILLS FIRE DEPARTMENT. 1219 CARLL STRAIGHT PATH, DIX HILLS, NY. NOT INV REL. JAN 2006. PRODUCE MONTHLY REPORTS AND PAY BILLS FOR STATION. TREASURER. MEET WITH TRUSEE COMMITTEE TO GO OVER BOOKS, PAY BILLS, REPORTS. DURING SOME TRADE HRS. *DAC TAX & ACCOUNTING. 380 NORTH BROADWAY, SUITE 306, JERICHO NY 11753. NOT INV REL. JAN 1985. TAX PREP. OWNER/PRESIDENT. PREPARE AND FILE TAXES FOR CLIENTS. DURING SOME TRADE HRS*EASTERN ADVISORY GROUP, 380 NORTH BROADWAY STE 306 JERICHO, NY 11753,10/02/2025,ONGOING,INV REL,DURING TRD/HRS, INSURANCE,AGENT,50%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-25

Other Names

• Dave Critelli