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Spencer Robinson Henderson

Investment adviser representative at Aequitas Investment Advisors, LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$826.1MFirm assets

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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

19 years in the industry.

  1. Aequitas Investment Advisors. LLCJun 2007 to now

Designations

  • ChFC®

Exams passed

No exams in this record.

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
7607430
Firm CRD
127625
Advisor's SEC record (opens in a new tab)
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