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Managing Member · EQ Wealth Advisors

Toby S. Harris

CRD 4791779 · Named on Form ADV at one SEC-registered adviser

At a glance

EQ Wealth Advisors, an SEC-registered wealth manager based in Dallas, TX with $617 million in regulatory assets, lists Toby S. Harris on its Form ADV as Managing Member, a control person.

Firms and roles

  • EQ Wealth AdvisorsManaging MemberWealth manager · Dallas, TX · $617M in regulatory assets

AtlasMembers

Toby’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
1 firmLocked
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

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