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David Lewicki

Equity Services, Inc.

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About David Lewicki

David Lewicki is an investment advisor representative with Equity Services, Inc. David has been in the securities industry since January 2022. David has Series 7TO, SIE and Series 66 licenses. David is registered with the state of New York. David specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals. David is also registered with the state of Florida, Maine, Massachusetts, New Hampshire and Vermont.

Firm Information

David Lewicki 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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David Lewicki’s Registration & Firm History

NY

03/07/2022 - Present

Equity Services, Inc. (CLIFTON PARK NY)

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Licenses & Designations

BOTH

Issued 03/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lewicki.
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