Derek Louis Fossier
Investment adviser representative at Equitas Capital Advisors,LLC
17 yearsExperience
2 statesRegistered in
$214.2MFirm assets
23 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Crescent City ClearingNov 2010 to now
- Equitas Capital Advisors,LLCMay 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Equitas Capital Advisors,LLC
$214.2MAssets managed
46Clients
2Advisers
23 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
- 5393851
- Firm CRD
- 124471