What departments does Equity Services, Inc. have?

Equity Services, Inc. has employees across 7 departments including Operations, Information Technology, Business Development, Marketing, Finance.

What is the largest department at Equity Services, Inc.?

The largest department at Equity Services, Inc. is Finance with 9 employees.

Where are Equity Services, Inc. employees located globally?

Equity Services, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Equity Services, Inc.'s team size changed over time?

Equity Services, Inc.'s team has decreased from approximately 146 to 144 employees based on available data.

Equity Services, Inc. Employee Directory

Q: Who are Equity Services, Inc.'s key employees and leadership?

Equity Services, Inc.'s key employees include: President & Ceo: A. D., Chief Operations Officer: G. T., Chief Compliance Officer: R. F., Vp Technology Strategy & Execution: R. W., Vice President Compliance: L. P..

Financial ServicesVermont, United States51-200 Employees

Equity Services, Inc. is a broker-dealer and registered investment adviser that provides securities and investment advisory services to investment professionals for sophisticated planning and investing. As part of National Life Group, the firm sits within a broader family of financial services and leverages the group’s resources to offer a comprehensive range of products and services. Based in Montpelier, Vermont, Equity Services was founded in 1968 and operates under FINRA and SIPC oversight.

The company aims to support professional investors by helping them navigate a complex investing environment while focusing on risk management and opportunity realization. In December 2025, Equity Services announced the retirement of its President and CEO, Ata Azarshahi, after more than 40 years in financial services.

Equity Services, Inc. Global Highlights

North America
142

United States Of America
142

Equity Services, Inc.'s Leadership

G. T.
Chief Operations Officer
Mobile Phone
Email
R. F.
Chief Compliance Officer
Mobile Phone
Email
R. W.
Vp Technology Strategy & Execution
Mobile Phone
Email
L. P.
Vice President Compliance
Mobile Phone
Email
A. D.
President & Ceo
Mobile Phone
Email
G. S.
President/Owner
Mobile Phone
Email
L. R.
President
Mobile Phone
Email
B. N.
Head Of Growth Strategy
Mobile Phone
Email

Equity Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Legal
Arts & Design
Other
Business Development
Community & Social Services

Contact profiles from Equity Services, Inc.

Name

Title

Contact Info

Location

Last Update

T. M. K.
Managing Director
Mobile Phone
Email
United StatesNew York
Jun 25, 2026
H. L.
Director, Compliance
Mobile Phone
Email
United StatesPennsylvania
Apr 17, 2026
P. L.
Director Suitability
Mobile Phone
Email
United StatesMinnesota
Dec 31, 2025
H. A.
Associate Director - Technology Operations
Mobile Phone
Email
United StatesVermont
Mar 31, 2026
L. F.
Director Suitability
Mobile Phone
Email
United StatesTennessee
Apr 26, 2025
L. F.
Business Development Manager
Mobile Phone
Email
United StatesVermont
Mar 12, 2026
A. P.
Licensing Team Lead
Mobile Phone
Email
United StatesMassachusetts
Mar 31, 2026
P. B.
Senior Compliance Analyst
Mobile Phone
Email
United States
Sep 08, 2025
B. A. K.
Senior Marketing Specialist, Esi
Mobile Phone
Email
United StatesVermont
Feb 20, 2026
M. A.
Field Supervision Principal
Mobile Phone
Email
United StatesPennsylvania
Feb 17, 2026

Frequently Asked Questions

What is Equity Services, Inc. known for?

Equity Services, Inc. was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 1 National Life Drive Montpelier, Vermont 05604 United States; you can contact the main corporate office by phone at

+1-802-229-****

. Explore Equity Services, Inc.'s company overview page for more information.

What is Equity Services, Inc.'s most common email format?

Equity Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equity Services, Inc. email formats with LeadIQ.

How many employees does Equity Services, Inc. have currently?

Equity Services, Inc. has approximately 196 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Equity Services, Inc.'s key employees and leadership?

As of June 2026, Equity Services, Inc.'s key employees include:

Chief Operations Officer: G. T.
Chief Compliance Officer: R. F.
Vp Technology Strategy & Execution: R. W.
Vice President Compliance: L. P.
President & Ceo: A. D.

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Equity Services, Inc. Employee Directory

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