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Member and Senior Financial Planner · Aequitas Investment Advisors, LLC

Michelle C Fallon

CRD 2001231 · Named on Form ADV at one SEC-registered adviser

At a glance

Aequitas Investment Advisors, LLC, an SEC-registered wealth manager based in Hingham, MA with $826 million in regulatory assets, lists Michelle C Fallon on its Form ADV as Member and Senior Financial Planner.

Firms and roles

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Warner A. HendersonManaging Member, Aequitas Investment Advisors, LLC
  • Noreen D. WalshManaging Member / Chief Compliance Officer, Aequitas Investment Advisors, LLC
  • Timothy B. NashPrincipal and Chief Portfolio Strategist, Aequitas Investment Advisors, LLC
  • Spencer R. HendersonMember and Financial Planner / Director of Research, Aequitas Investment Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.