Unclaimed Profile

Derek Louis Fossier

EQUITAS CAPITAL ADVISORS,LLC·NEW ORLEANS, Louisiana

Series 65Clean record13 years registeredEQUITAS 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 · 13 years registered

Brand Profile

Not yet started

Career History

EQUITAS CAPITAL ADVISORS,LLC

Apr 2013 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 8, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITAS CAPITAL ADVISORS,LLC

CRD 124471 · SEC 801-61979

AUM

$217M

Regulatory assets under management

Employees

55 client accounts

Services offered by EQUITAS CAPITAL ADVISORS,LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at EQUITAS CAPITAL ADVISORS,LLC →

Introduction

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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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