Milestones
The EAS Journey
2010
Equity Advisor Solutions is Launched
Bringing together industry experts, Equity Advisor Solutions (EAS) was launched in 2010 with the goal of changing the way advisors partner with their custodian by offering more than just your basic custody services.
EAS was founded by Sean Gultig and Stephanie Gutierrez. Stephanie continues to play an integral role in product development and technology integrations for EAS.
2014-2015
Market Focus
Sales and marketing efforts are focused on RIA’s and independent broker dealers. Piloted by new business development leadership, Mark Avers – Head of Business Development and Marketing
Brand Defined
EAS becomes the home for advisors that wants to custody all assets on one custodial platform, while embracing alternative investments
2016-2017
The Equity App is Launched
An advisor’s window to daily tasks that EAS is working on
Sleeved Modeled Strategy Rolled Out
Trade multiple models in one account
2020-2021
Bulk Digital Onboarding
Advisors new to the EAS platform leveraged a “bulk” digital onboarding process, streamlining the complicated process of moving hundreds of client accounts, powered by DocuSign
Communities Model Marketplace
This marketplace provides entry to models from well-vetted brand, boutique, and emerging strategists spanning fixed income, equities, and alternatives
Eclipse
A powerful trading application that helps advisors to scale their back-office processes with household-level rebalancing, asset location optimization, and a tax-forward method of trading
EAS Celebrates 10 Years of Growth
EAS has grown from a startup to a thriving competitor in the RIA landscape in 10 short years
The EAS Cryptocurrency Platform is Launched
Our state-of-the-art custody platform, combined with customized service from industry leading providers, offers advisors a fully integrated cryptocurrency platform
2022-2023
New Leadership at the Helm, Charting the Future
Industry veteran Joseph Gerdes named President and CEO of both Equity Advisor Solutions and ETC Brokerage
Service Re-defined and Focused
A new commitment to the EAS service model with the hiring of service leader Amy Thacker – Head of Advisor Relations and Client Services
WealthManagement.com Industry Award Finalist
Recognized in the Custodians Alternative Asset category for our cryptocurrency custody solution for advisors
Controlling Our Own Destiny
EAS moves to self-clearing environment