Aequitas Investment Advisors, LLC

Aequitas Investment Advisors, LLC (CRD# 127625) is a financial advisory firm headquartered in Hingham, MA. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, NY, TX

Financial Advisors at Aequitas Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michelle C. Fallon
CRD#: 2001231
175 Derby St, Suite 24, Hingham, MA 02043
96
Wealthminder
score

Michelle Fallon (CRD# 2001231) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 26 years of experience in the finance industry. Michelle Fallon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Warner A. Henderson
CRD#: 845645
175 Derby Street, Suite 24, Hingham, MA 02043
96
Wealthminder
score

Warner Henderson (CRD# 845645) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 24 years of experience in the finance industry.

3
Noreen D. Walsh
CRD#: 5090162
175 Derby Street, Suite 24, Hingham, MA 02043
93
Wealthminder
score

Noreen Walsh (CRD# 5090162) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 10 years of experience in the finance industry.

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