Equinox Financial Advisors, Inc.
Equinox Financial Advisors, Inc. (CRD# 115720) is a financial advisory firm headquartered in Manchester Center, VT. They manage $68,940,475 in 633 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management69MILLION
Total Number of Accounts633ACCOUNTS
Average Account Value$108,911
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NC, NJ, NY, VT
David Fielding, Jr. (CRD# 2854148) is an Investment Advisor Representative working at Equinox Financial Advisors, Inc. in Manchester Center, VT and has over 21 years of experience in the finance industry. David Fielding, Jr. 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.