Eqis Capital Management

Eqis Capital Management (CRD# 126052) is a financial advisory firm headquartered in San Rafael, CA. They manage $1,633,358,504 in 16,290 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,633
    MILLION
  • Total Number of Accounts
    16,290
    ACCOUNTS
  • Average Account Value
    $100,268
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Eqis Capital Management
Showing 1 - 10 of 19 top financial advisors.
1
Maria T. Aronoff
CRD#: 2998377
1000 4th St., Ste 650, San Rafael, CA 94901

Maria Aronoff (CRD# 2998377) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 22 years of experience in the finance industry.

2
Peter J. D'arruda
CRD#: 2756672
1500 Town Side Drive, Suite 201, Apex, NC 27502

Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Eqis Capital Management in Apex, NC and has over 13 years of experience in the finance industry.

3
Donald R. Delaria, Jr.
CRD#: 4270869
1000 4th St., Ste 650, San Rafael, CA 94901

Donald Delaria, Jr. (CRD# 4270869) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 19 years of experience in the finance industry.

4
Parker R. Holland
CRD#: 6279380
Apex, NC 27502

As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives.  Parker maintains client relationships and ensures a high-quality experience for each and every client.

5
Robert L. Kammerman
CRD#: 6702162
1000 4th St., Ste 650, San Rafael, CA 94901

Robert Kammerman (CRD# 6702162) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 4 years of experience in the finance industry.

6
Kenneth A. Kim
CRD#: 6328937
1000 4th St., Ste 650, San Rafael, CA 94901

Kenneth Kim (CRD# 6328937) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 6 years of experience in the finance industry.

7
Joseph J. Mooney
CRD#: 2916072
1000 4th St., Ste 650, San Rafael, CA 94901

Joseph Mooney (CRD# 2916072) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 18 years of experience in the finance industry.

8
Michael J. Mooney
CRD#: 5161481
1000 4th St., Ste 650, San Rafael, CA 94901

Michael Mooney (CRD# 5161481) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 3 years of experience in the finance industry.

9
Megan E. Morrice
CRD#: 5131675
1000 4th St., Ste 650, San Rafael, CA 94901

Megan Morrice (CRD# 5131675) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 4 years of experience in the finance industry.

10
Joseph M. Mrozienski
CRD#: 2921777
1000 4th St., Ste 650, San Rafael, CA 94901

Joseph Mrozienski (CRD# 2921777) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 23 years of experience in the finance industry.

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