AEQUITAS INVESTMENT ADVISORS, LLC
CRD #127625 SEC #801-110328 HINGHAM, MA 781-740-1199
SEC Registered
Total AUM
$766M
Discretionary
$0
Employees
7
Clients
101
Accounts
1,266
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| FALLON, MICHELLE, C | I | MEMBER AND SENIOR FINANCIAL PLANNER | NA | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | NA | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | NA | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | NA | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | NA | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | NA | |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | E | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | E | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | E | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| HENDERSON, WARNER, ARMS | I | MANAGING MEMBER | D | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WALSH, NOREEN, DILLON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | B | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | B | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | B | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | B | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | A | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | A | |
| NASH, TIMOTHY, BRACKETT | I | PRINCIPAL AND CHIEF PORTFOLIO STRATEGIST | A |
Registrations
Federal
IA
May 29, 2025 REGISTERED
Notice Filings (6)
CA CT MA NH NY TX
Address
175 DERBY STSUITE 24
HINGHAM, MA 02043
United States
Phone: 781-740-1199