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Jr. David Fielding

EQUINOX FINANCIAL ADVISORS, INC.·MANCHESTER CENTER, Vermont
Series 7, Series 63, Series 65Clean record29 years registeredEQUINOX 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. · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: EQUINOX FINANCIAL ADVISORS, INC.
EQUINOX FINANCIAL ADVISORS, INC.
May 2021 – Dec 2023
MANCHESTER CENTER, VT
EQUINOX FINANCIAL ADVISORS, INC
Jun 1997 – Apr 2021
MANCHESTER CENTER, VT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 26, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EQUINOX FINANCIAL ADVISORS, INC.
CRD 115720 · SEC 801-66151
AUM
$55M
Regulatory assets under management
Employees
1
652 client accounts
Services offered by EQUINOX FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EQUINOX FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Jr. David Fielding offer?
Jr. David Fielding specializes in Financial Planning, Investment Management.
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, last registered with EQUINOX FINANCIAL ADVISORS, INC..
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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Nearby cities in Vermont
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