Richard Donado

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

• 07/2015 → 06/2021
  Massmutual Life Insurance Co
  Warren, NJ
• 09/2015 → 06/2021
  Mml Investors Services, Llc
  Warren, NJ
• 06/2021 → Present
  Equity Services, Inc
  Montpelier, VT
• 06/2021 → Present
  National Life Group
  New York, NY

Previous Registrations

• 2016-01-04 → 2021-06-08
  Mml Investors Services, Llc
  Omaha, NE
  Minneapolis, MN
  Warren, NJ
• 2015-01-30 → 2015-07-23
  Hornor, Townsend & Kent, Llc
  Edison, NJ
• 2008-04-08 → 2014-09-09
  Pruco Securities, Llc.
  East Brunswick, NJ
• 2006-01-03 → 2008-03-28
  Msi Financial Services, Inc.
  Elkridge, MD
• 2005-04-21 → 2005-11-23
  Ifmg Securities, Inc.
  Newark, NJ
• 2005-01-14 → 2005-04-20
  A. G. Edwards & Sons, Inc.
  Short Hills, NJ
• 2003-06-20 → 2005-01-20
  Ifmg Securities, Inc.
  Newark, NJ

Other Businesses

*NATIONAL LIFE GROUP. 675 THIRD AVE, SUITE 900, NEW YORK, NY 10017. INV REL. JULY 2021. INS SALES. GENERAL AGENT. I AM A GA FOR A NL AGENCY. DURING TRADE HRS*WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE, SUITE 900, NEW YORK, NY 10017. INV REL. JULY 2021. INSURANCE SALES. CEO & GENERAL AGENT. LEAD ORGANIZATION, RECRUITING, SALES. DURING TRADE HRS*INSURETECH BROKERAGE LLC. 675 3RD AVE, SUITE 920 NEW YORK NY. INV REL. MARCH 2022. OUTSIDE INSURANCE CARRIERS. CO-OWNER. STRATEGY SUPPORT. DURING TRADE HRS*INTEGRATED WEALTH,675 THIRD AVE, SUITE 900,NEW YORK,NY 10017,INV REL,DURING TRD/HRS,ONGOING,05/27/2026,MANAGING PARTNER,MARKETING RESOURCE,1HR/WK*LEGACY FINANCIAL GROUP LLC, 675 3RD AVENUE SUITE 900, NEW YORK NY 10017,07/01/2026,ONGOING, INV REL, DURING TRD/HRS,CEO/AGENT,INSURANCE/MARKETING,2 HRS/WK.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-27

Designations

• Chartered Financial Consultant