Unclaimed Profile

Timothy Brackett Nash

AEQUITAS INVESTMENT ADVISORS, LLC·HINGHAM, Massachusetts

SIE, Series 3, Series 7, Series 24, Series 31, Series 63CFAClean record22 years registeredAEQUITAS INVESTMENT ADVISORS, LLC

175 DERBY ST, HINGHAM, MA 02043CRD# 1582861Firm CRD# 127625

Profile Verification

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

Identity

Timothy Brackett Nash · HINGHAM, MA

Registration

CRD #1582861 · AEQUITAS INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

AEQUITAS INVESTMENT ADVISORS, LLC

Jul 2017 – present

CITIGROUP GLOBAL MARKETS INC.

Nov 2015 – Jun 2017

BOSTON, MA

COLUMBIA MANAGEMENT ADVISORS, INC.

Sep 2003 – Sep 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · September 8, 2003

Years registered · 22

Professional designation · CFA

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

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Frequently Asked Questions

What services does Timothy Brackett Nash offer?

Timothy Brackett Nash specializes in Financial Planning, Investment Management. Contact their office in HINGHAM, Massachusetts for a consultation.

What are Timothy Brackett Nash's credentials?

Timothy Brackett Nash holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Brackett Nash located?

Timothy Brackett Nash 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 Timothy Brackett Nash charge for services?

Timothy Brackett Nash'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.

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