Aequitas Investment Advisors, LLC

Aequitas Investment Advisors, LLC Employee Directory

Investment ManagementUnited States2-10 Employees

Aequitas Investment Advisors was founded in 1991 as an independent financial planning and investment advisory firm providing services to individual clients and trustees of non-profit organizations. The firm offers a unique combination of highly personal  service, substantial experience and independent advice. 

By working on a Fee-Only basis, clients are assured of an objective, cost-effective, and practical presentation of solutions to address their unique financial goals.

Planning for Life!

Find Aequitas Investment Advisors, LLC employees' phone numbers or email addresses

Aequitas Investment Advisors, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Aequitas Investment Advisors, LLC's Leadership

  • Stylized image of a person
    T. N. C.
    Chief Portfolio Strategist And Principal
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  • Stylized image of a person
    J. C.
    Founding Partner
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  • Stylized image of a person
    W. H.
    Owner
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  • Stylized image of a person
    S. H.
    Director Of Research And Financial Planner
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  • Stylized image of a person
    M. C. F.
    Senior Financial Planner
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  • Stylized image of a person
    M. C.
    Administrator
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  • Stylized image of a person
    L. N.
    Team Administrator And Client Service Representative
    Phone icon

Contact profiles from Aequitas Investment Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Founding Partner
    Phone icon
    United StatesNew York
    Oct 21, 2025
  • Stylized image of a person
    W. H.
    Owner
    Phone icon
    United StatesMassachusetts
    Oct 03, 2025
  • Stylized image of a person
    T. N. C.
    Chief Portfolio Strategist And Principal
    Phone icon
    United StatesMassachusetts
    Oct 27, 2025
  • Stylized image of a person
    S. H.
    Director Of Research And Financial Planner
    Phone icon
    United StatesMassachusetts
    Oct 27, 2025
  • Stylized image of a person
    M. C. F.
    Senior Financial Planner
    Phone icon
    United StatesMassachusetts
    Oct 03, 2025
  • Stylized image of a person
    M. C.
    Administrator
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. N.
    Team Administrator And Client Service Representative
    Phone icon
    United StatesMassachusetts
    Oct 23, 2025

Frequently Asked Questions

What is Aequitas Investment Advisors, LLC known for?

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Aequitas Investment Advisors, LLC was founded in 1991 operates in the Investment Management industry. The company's main headquarters is located in 175 Derby Street, Suite 24 Hingham, MA 02043, US; you can contact the main corporate office by phone at . Explore Aequitas Investment Advisors, LLC's company overview page for more information.

What is Aequitas Investment Advisors, LLC's most common email format?

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Aequitas Investment Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aequitas Investment Advisors, LLC email formats with LeadIQ.

How many employees does Aequitas Investment Advisors, LLC have currently?

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Aequitas Investment Advisors, LLC has approximately 8 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Aequitas Investment Advisors, LLC's key employees and leadership?

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As of October 2025, Aequitas Investment Advisors, LLC's key employees include:

  • Chief Portfolio Strategist And Principal: T. N. C.
  • Founding Partner: J. C.
  • Owner: W. H.
  • Director Of Research And Financial Planner: S. H.
  • Senior Financial Planner: M. C. F.

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