Claim Profile
JF

Jr. David Fielding

EQUINOX FINANCIAL ADVISORS, INC.·MANCHESTER CENTER, Vermont
Unclaimed Profile
16 LINCOLN AVENUE, MANCHESTER CENTER, VT 05255CRD# 2854148Firm CRD# 115720
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
03

Firm Overview

Firm
EQUINOX FINANCIAL ADVISORS, INC.
EQUINOX FINANCIAL ADVISORS, INC
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANCHESTER CENTER?

Browse all registered financial advisors in MANCHESTER CENTER, Vermont or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty