Unclaimed Profile

Susan Christina

EQUITAS CAPITAL ADVISORS,LLC·NEW ORLEANS, Louisiana

SIE, Series 3, Series 7, Series 8, Series 63, Series 6523 years registeredEQUITAS CAPITAL ADVISORS,LLC

365 CANAL STREET, NEW ORLEANS, LA 70130CRD# 717632Firm CRD# 124471

Profile Verification

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

Identity

Susan Christina · NEW ORLEANS, LA

Registration

CRD #717632 · EQUITAS CAPITAL ADVISORS,LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EQUITAS CAPITAL ADVISORS,LLC

EQUITAS CAPITAL ADVISORS,LLC

May 2011 – Apr 2022

NEW ORLEANS, LA

PAN-AMERICAN INVESTMENT ADVISERS, INC.

Sep 2002 – Dec 2003

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · September 19, 2002

Years registered · 23

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Susan Christina offer?

Susan Christina specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Susan Christina's credentials?

Susan Christina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Christina located?

Susan Christina is based in NEW ORLEANS, Louisiana, last registered with EQUITAS CAPITAL ADVISORS,LLC.

How does Susan Christina charge for services?

Susan Christina'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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