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Spencer Robinson Henderson

Aequitas Investment Advisors, LLC

Hingham, MA

CRD 7607430

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Employer firm

Aequitas Investment Advisors, LLC CRD 127625

$826M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Aequitas Investment Advisors, Llc

175 Derby St Suite 24, Hingham, MA 02043 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-08
NH RA APPROVED 2022-08-03
  • MA RA
    APPROVED
    Since 2022-08-08
  • NH RA
    APPROVED
    Since 2022-08-03

Branch Locations

175 Derby St Suite 24, Hingham, MA 02043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aequitas Investment Advisors. Llc Hingham MA 06/2007 Present
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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Nearby Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA

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