Michelle C Fallon
Investment adviser representative at Aequitas Investment Advisors, LLC
2 statesRegistered in
CFP® certificationDesignation
$826.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
No employment history in this record.
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Aequitas Investment Advisors, LLC
$826.1MAssets managed
189Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2001231
- Firm CRD
- 127625