Howard M Siegal

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

• 10/1983 → Present
  Sd Associates P.C., Cpas
  Philadelphia, PA
• 09/2007 → Present
  National Life Of Vermont
  Montpelier, VT
• 01/2014 → Present
  Equity Services, Inc
  Montpelier, VT

Previous Registrations

• 2007-10-04 → 2012-01-23
  Equity Services, Inc.
  Media, PA
  Elkins Park, PA
• 2000-08-25 → 2007-09-20
  Wharton Asset Management, Inc.
  Philadelphia, PA

Other Businesses

YORKTOWN FIN.GR LLC,INV.REL,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,INS,MBR,7/07,50 HRS/MO,DUR TRD/HRS,L,H,DIS,LTC*S&D YORKTOWN ASSOC,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,INV REL,REAL ESTATE,PART,01,1 HRS/MO,DUR.TRAD/HRS,RENTAL PROP*SD ASSOCIATES,PC,CPA,NOT INV/REL,300 YORKTOWN PLAZA,ELKINS,PA 19027,ACCT,PRES,83,150 HRS/MO,DUR.TRAD/HRS*ARD LANSDOWNE,INV REL,300 YORKTOWN PLAZA,ELKINS PARK, PA 19027,REAL ESTATE,MEM,5 HRS/MO,DUR.TRAD/HRS,ACCN,MEMBER,COMM RENTAL PROP*ARD HAMILTON INV REL,300 YORKTOWN PLAZA,ELKINS PARK, PA 19027,REAL ESTATE,MEM,0 HRS/MO,DUR/TRAD HRS,COMM RENTAL PROP*ARD RED LION LP,INV REL,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,REAL ESTATE,MEM,0 HRS/MO,DUR.TRAD/HRS,MEM COMM RENTAL PROP*GRANT PARTNERS LLC,INV REL,300 YORKTOWN PLAZA,ELKINS PARK, PA 19027,REAL ESTATE,MEM,0 HRS/MO,DUR.TRAD/HRS,COMM RENTAL PROP*400 S 45 ST LLC,INV REL,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,REAL ESTATE,MEM,5 HRS/MO,DUR.TRAD/HRS,RES RENTAL PROP*CUSTERDOME NOT INV,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027, MEMBER,0 HRS/MO,DUR.TRAD HRS,INVESTOR*HIGHTOP SPRUCE LLC.300 YORKTOWN PLAZA,ELKINS PARK, PA 19027.INV REL.ONGOING,RES CONSTRUCTION,MEM,INVESTOR,12/01/2015.2 HRS/MO.DUR TRD/HRS*12TH STREET DEVELOPMENT LLC.300 YORKTOWN PLAZA,ELKINS PARK,PA 19027.INV REL.RES SALE.MEM.5 HRS/MO.DURING TRD/HRS*ARD PENNSBURY.300 YORKTOWN PLAZA,ELKINS PARK,PA 19027.INV REL.COMM RENTAL.MEM.2014.2 HRS/MO.DUR TRD HRS*HIGHTOP WASHINGTON,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,INV REL,ONGING,01/01/2016,RES AND RENTAL,MEM,INVESTOR,4 HRS/MTH,DUR TRD/HRS*3RD STREET ESTATES,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,01/15/2017,ONGOING,INV REL,REAL ESTATE, PARTNER, ACCTING MATTERS,0%,NOT DURING TRD/HRS*HIGHTOP FRANKFORD,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,INV REL,ONE YEAR,01/05/2018,REAL ESTATE, PARTNER,HANDLE ACCOUNTING MATTER*HIGHTOP BROWN,300 YORKTOWN PLAZA, ELKINS PARK,PA 19027,07/05/2018,ONE YEAR,REAL ESTATE,PARTNER,ACCOUNTING,INV REL,NOT DURING TRD/HRS,0%*FARM WORKS REALITY LLC,300 YORKTOWN PLAZA,ELKINS PARK,PA 9027,03/11/2020,TWO YEARS,REAL ESTATE,MEMBER,INV REL,NOT DURING TRD/HRS,0%*342 GIRARD LLC,300 YORKTOWN PLAZA, ELKINS PARK, PA 19027,06/15/2022,2 YRS,REAL ESTATE, MEMBER,INV REL,NOT DURING TRD/HRS,0%*HIGHTOP GERMANTOWN,300 YORKTOWN PLAZA,ELKINS PARK, PA 19027,06/01/2022,2 YRS,REAL ESTATE, MEMBER, INV REL, NOT DURING TRD/HRS, 0%*ASLEG EXTON PARTNERS,300 YORKTOWN PLAZA, ELKINS PARK, PA 19027,03/01/2023,PERPETUAL/ONGOING,REAL ESTATE, INV REL, NOT DURING TRD/HRS,MEMBER,0%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-19

Other Names

• Howard M Siegal