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Adam C. Blake

Equity Services, Inc.

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About Adam C. Blake

Adam C. Blake is an investment advisor representative registered with Equity Services, Inc.. Adam has been in the financial services industry since April 18, 2018. Adam holds Series 7 and Series 66 licenses and the SIE exam. Adam is registered in California and Illinois. Previously, Adam was employed at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam specializes in providing financial planning, pension consulting and educational seminars. In addition, Adam is an insurance agent for National Life and Lakeshore Financial.

Firm Information

Adam Blake is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Blake’s Registration & Firm History

IL

08/14/2023 - Present

Equity Services, Inc. (OAKBROOK TERRACE IL)

IL

01/07/2019 - 09/21/2022

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

05/02/2016 - 12/05/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adam C. Blake. Review regulatory record here.
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