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).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $108,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, MA, NC, NJ, NY, VT

Financial Advisors at Equinox Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David L. Fielding, Jr.
CRD#: 2854148
16 Lincoln Ave, Manchester Center, VT 05255
96
Wealthminder
score

David Fielding, Jr. (CRD# 2854148) is an Investment Advisor Representative working at Equinox Financial Advisors, Inc. in Manchester Center, VT and has over 19 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.

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