Unclaimed Profile

Michelle C Fallon

AEQUITAS INVESTMENT ADVISORS, LLC·HINGHAM, Massachusetts

Series 7, Series 63Clean record11 years registeredAEQUITAS INVESTMENT ADVISORS, LLC

175 DERBY ST, HINGHAM, MA 02043CRD# 2001231Firm CRD# 127625

Profile Verification

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

Identity

Michelle C Fallon · HINGHAM, MA

Registration

CRD #2001231 · AEQUITAS INVESTMENT ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

AEQUITAS INVESTMENT ADVISORS, LLC

Feb 2015 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · February 12, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AEQUITAS INVESTMENT ADVISORS, LLC

CRD 127625 · SEC 801-110328

AUM

$709M

Regulatory assets under management

Employees

1,431 client accounts

Services offered by AEQUITAS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AEQUITAS INVESTMENT ADVISORS, LLC →

Introduction

Speak with Michelle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michelle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HINGHAM?

Browse all registered financial advisors in HINGHAM, Massachusetts or claim this profile if it's yours.

Browse HINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michelle C Fallon offer?

Michelle C Fallon specializes in Financial Planning, Investment Management. Contact their office in HINGHAM, Massachusetts for a consultation.

What are Michelle C Fallon's credentials?

Michelle C Fallon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle C Fallon located?

Michelle C Fallon is based in HINGHAM, Massachusetts, working with AEQUITAS INVESTMENT ADVISORS, LLC. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.

How does Michelle C Fallon charge for services?

Michelle C Fallon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AEQUITAS INVESTMENT ADVISORS, LLC?

AEQUITAS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →