Rebecca Nassar Dunne

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

• 07/2016 → Present
  Equity Services Inc
  Montpelier, VT
• 07/2016 → Present
  National Life Group
  Montpelier, VT

Previous Registrations

• 2010-03-17 → 2016-02-02
  Hornor, Townsend & Kent, Llc
  Dallas, TX
  Conshohocken, PA
  Edison, NJ
  Towson, MD
• 2006-03-24 → 2009-12-31
  Ast Investment Services, Inc.
  Shelton, CT
• 2003-02-27 → 2005-01-19
  Pruco Securities, Llc.
  Newark, NJ

Other Businesses

*REBECCA DUNNE,19810 HEBRON ROAD, REHOBOTH BEACH, DE,05/31/2025,ONGOING,INV REL,DURING TRD/HRS,OWNER,RENTAL PROPERTY,1/2 HRS/MTH*GLENANNE HOLDINGS, LLC, 84 OLD FORT ROAD, BERNARDSVILLE, NJ 07924, 03/06/2026, ONGOING, INV REL, DURING TRD/HRS, HOLDING CO FOR REAL ESTATE/INVESTMENTS, COE/OWNER, 1 HR/MTH.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-12

Other Names

• Rebecca N Nassar
• Rebecca N Dimizio
• Rebecca N Dunn
• Rebecca Anne Nassar
• Rebecca N Dunne
• Rebecca Nasar Dunne