Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Anthony Buglino

Equity Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Anthony Buglino

Brian Buglino is a financial advisor with Equity Services, Inc. Brian has been in the financial industry since 1995. Brian has a Series 7, Series 63, and SIE. Brian has a range of experience in the financial industry, working with a number of firms over the years. Brian is registered to provide investment advice in 12 states. Brian holds a series of licenses and is qualified to provide investment advice to various individuals and entities.

Firm Information

Brian Buglino 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Buglino’s Registration & Firm History

NY

06/22/2021 - Present

Equity Services, Inc. (HAUPPAUGE NY)

NY

11/04/2014 - 01/24/2017

MML INVESTORS SERVICES, LLC (Babylon NY)

NY

05/07/2010 - 10/23/2014

PARK AVENUE SECURITIES LLC (MELVILLE NY)

NY

12/18/2009 - 04/30/2010

MML INVESTORS SERVICES, INC. (SAYVILLE NY)

NY

10/30/2006 - 09/22/2008

HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (SYOSSET NY)

NY

05/03/2006 - 08/03/2006

OPUS TRADING FUND LLC (JERICHO NY)

NY

02/14/2002 - 03/18/2004

SCHONFELD SECURITIES, LLC (JERICHO NY)

NY

05/31/2001 - 10/31/2001

ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)

NY

01/07/2000 - 04/13/2000

ANDREW GARRETT, INC. (NEW YORK NY)

NY

05/06/1999 - 01/24/2000

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

03/27/1996 - 07/17/1997

GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)

NY

09/26/1991 - 06/28/1995

OPPENHEIMER & CO., INC. (NEW YORK NY)

NY

08/31/1989 - 02/05/1991

OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)

NY

06/23/1987 - 10/04/1989

SHIELDS CAPITAL CORPORATION (NEW YORK NY)

Not sure if Brian Anthony Buglino is right for you?

Licenses & Designations

BC

Issued 11/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Anthony Buglino.
Not sure if Brian Anthony Buglino is right for you?