Your Custodian of Today


The EAS Journey


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.


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


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


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


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


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 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