Unclaimed Profile

Derek Louis Fossier

EQUITAS CAPITAL ADVISORS,LLC·NEW ORLEANS, Louisiana

EQUITAS CAPITAL ADVISORS,LLC

365 CANAL STREET, NEW ORLEANS, LA 70130CRD# 5393851Firm CRD# 124471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Louis Fossier · NEW ORLEANS, LA

Registration

CRD #5393851 · EQUITAS CAPITAL ADVISORS,LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Derek Louis Fossier is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with EQUITAS CAPITAL ADVISORS,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EQUITAS CAPITAL ADVISORS,LLC

AUM

$217M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUITAS CAPITAL ADVISORS,LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5393851

Firm CRD# 124471

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Derek Louis Fossier offer?

Derek Louis Fossier specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Derek Louis Fossier's credentials?

Derek Louis Fossier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Louis Fossier located?

Derek Louis Fossier is based in NEW ORLEANS, Louisiana, working with EQUITAS CAPITAL ADVISORS,LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does Derek Louis Fossier charge for services?

Derek Louis Fossier's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITAS CAPITAL ADVISORS,LLC?

EQUITAS CAPITAL ADVISORS,LLC has approximately 6 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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