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Ronald Vaughan Speaker

EQUUS PRIVATE WEALTH MANAGEMENT LLC·CARBONDALE, Colorado
EQUUS PRIVATE WEALTH MANAGEMENT LLC
55 N. 4TH STREET, CARBONDALE, CO 81623CRD# 2660164Firm CRD# 144367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Vaughan Speaker · CARBONDALE, CO
Registration
CRD #2660164 · EQUUS PRIVATE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Ronald Vaughan Speaker is a registered financial advisor based in CARBONDALE, Colorado, affiliated with EQUUS PRIVATE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
EQUUS PRIVATE WEALTH MANAGEMENT LLC
EQUUS PRIVATE WEALTH MANAGEMENT LLC
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EQUUS PRIVATE WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2660164
Firm CRD# 144367
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Vaughan Speaker offer?
Ronald Vaughan Speaker specializes in Investment Management, Fee-Only Advisory. Contact their office in CARBONDALE, Colorado for a consultation.
What are Ronald Vaughan Speaker's credentials?
Ronald Vaughan Speaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Vaughan Speaker located?
Ronald Vaughan Speaker is based in CARBONDALE, Colorado, working with EQUUS PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the CARBONDALE metropolitan area and surrounding communities.
How does Ronald Vaughan Speaker charge for services?
Ronald Vaughan Speaker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUUS PRIVATE WEALTH MANAGEMENT LLC?
EQUUS PRIVATE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUUS PRIVATE WEALTH MANAGEMENT LLC

Mark William Spidell
CARBONDALE, CO
Matthew Austin Owings
CARBONDALE, CO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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