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Derek Louis Fossier

EQUITAS CAPITAL ADVISORS,LLC·NEW ORLEANS, Louisiana
Unclaimed Profile
365 CANAL STREET, NEW ORLEANS, LA 70130CRD# 5393851Firm CRD# 124471
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
EQUITAS CAPITAL ADVISORS,LLC
EQUITAS CAPITAL ADVISORS,LLC
AUM
$217M
Regulatory assets under management
Employees
6
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5393851
Firm CRD# 124471
5 disclosures on file
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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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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