Michael Joseph Pelella

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

• 07/2012 → Present
  Equity Services, Inc.
  Montpelier, VT
• 07/2012 → Present
  National Life Group/Npa Financial
  Clifton Park, NY

Other Businesses

NPA FINANCIAL LLC,524 MAPLE AVE,SARATOGA SPRINGS,NY 12866,INV REL,INSURANCE AND INVESTMENTS,TO SELL LIFE, ANNUITY, DISABILITY, DENTAL, AGENT, SALES, 04/2012, 160 HRS A MONTH, DURING TRD/HRS *SARATOGA RUGBY FOOTBALL CLUB, 26A SYLVAN TRAIL,BALLSTON LAKE,NY 12019,NOT INV REL. RUGBY CLUB DISIGNED TO GROW RUGBY IN CAPITAL REGION. CFO. CURRENTLY ENG. 10 HRS/MO. DURING SOME TRADE HRS*EAST COAST ADVISORY INC,524 MAPLE AVE,SARATOGA SPRINGS,NY 12866,INV REL,INSURANCE AND SECURITIES, FINACIAL ADVISOR, 11/10/15,80 HRS/MTH, DURING TRADE HRS, I AM AN AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, ANNUITY,DISABILITY,DENTAL. *SARATOGA SPRINGS CITY SCHOOL DISTRICT. 3 BLUE STREAK BLVD, SARATOGA SPRINGS NY 12866. MARCH 2018. NOT INV REL. FACILITIES MAINTENANCE. ON CALL MAINTENANCE POSITION. RANGING FROM REPAIRS/MAIN ON EQUIPMENT AND FACILITIES DOWN TO SNOW REMOVAL. DURING SOME TRADE HRS. *OUTDOOR ART ROOM LLC. 185A RUGGLES RD, SARATOGA SPRINGS NY. NOT INV REL. SEPT 2020. CHILDREN'S ART DAY CAMP. ADMIN. DEVELOP AND MAINTAIN CRS, RECORD KEEPING, AND LOGISTICS. NOT DURING TRADE HRS.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-06