Equitas Capital Advisors,llc

Equitas Capital Advisors,llc (CRD# 124471) is a financial advisory firm headquartered in New Orleans, LA. They manage $1,668,871,206 in 228 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,669
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $7,319,611
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

LA

Financial Advisors at Equitas Capital Advisors,llc
Showing 1 - 3 of 3 top financial advisors.
1
Derek L. Fossier
CRD#: 5393851
365 Canal Street, Suite 3050, New Orleans, LA 70130
90
Wealthminder
score

Derek Fossier (CRD# 5393851) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 3 years of experience in the finance industry.

2
Susan Christina
CRD#: 717632
365 Canal Street, Suite 3050, New Orleans, LA 70130
73
Wealthminder
score

Susan Christina (CRD# 717632) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 36 years of experience in the finance industry.

3
David S. Thomas
CRD#: 717970
365 Canal Street, Suite 3050, New Orleans, LA 70130
63
Wealthminder
score

David Thomas (CRD# 717970) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 36 years of experience in the finance industry.

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