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Jr. David Fielding

EQUINOX FINANCIAL ADVISORS, INC.·MANCHESTER CENTER, Vermont
Clean recordEQUINOX FINANCIAL ADVISORS, INC.
16 LINCOLN AVENUE, MANCHESTER CENTER, VT 05255CRD# 2854148Firm CRD# 115720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr. David Fielding · MANCHESTER CENTER, VT
Registration
CRD #2854148 · EQUINOX FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jr. David Fielding is a registered financial advisor based in MANCHESTER CENTER, Vermont, affiliated with EQUINOX FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EQUINOX FINANCIAL ADVISORS, INC.
EQUINOX FINANCIAL ADVISORS, INC
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at EQUINOX FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2854148
Firm CRD# 115720
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jr. David Fielding offer?
Jr. David Fielding specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER CENTER, Vermont for a consultation.
What are Jr. David Fielding's credentials?
Jr. David Fielding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. David Fielding located?
Jr. David Fielding is based in MANCHESTER CENTER, Vermont, working with EQUINOX FINANCIAL ADVISORS, INC.. Their office serves clients in the MANCHESTER CENTER metropolitan area and surrounding communities.
How does Jr. David Fielding charge for services?
Jr. David Fielding's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUINOX FINANCIAL ADVISORS, INC.?
EQUINOX FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
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