Timothy B. Nash
AEQUITAS INVESTMENT ADVISORS
Hingham, MA 02043
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CRD#: 1582861
Professional summary
Timothy Brackett Nash, CFP®, who also goes by Tim Nash, is a registered financial advisor currently at AEQUITAS INVESTMENT ADVISORS, LLC located in Hingham, Massachusetts.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Timothy has worked at 6 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 3 and Series 24 exams.
Biography
Having gained substantial expertise with larger institutions for over 25 years, I look forward to supporting the unique planning needs of our clients, while offering perspective on managing diversified poprtfolios in an exceedingluy prudent and cost-effective manner.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Budgeting
Comprehensive Financial Planni...
Education Planning
Estate Planning
Investment Planning
Socially Responsible Investing
Retirement Income Management
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Tim Nash
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Brackett Nash's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
July 7, 2017 - Present
AEQUITAS INVESTMENT ADVISORS, LLC
Office #1: 175 Derby St Suite 24, Hingham, MA 02043RIA
CRD#: 127625
Hingham, MA
Past
March 28, 2017 - June 29, 2017
CITI PRIVATE ALTERNATIVES, LLC
BD
CRD#: 153777
Boston, MA
Past
November 3, 2015 - June 29, 2017
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BOSTON, MA
Past
October 12, 2015 - June 29, 2017
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BOSTON, MA
Past
September 8, 2003 - September 13, 2004
COLUMBIA MANAGEMENT ADVISORS, INC.
RIA
CRD#: 105842
BOSTON, MA
Past
July 22, 1991 - October 29, 2002
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
November 18, 1986 - August 12, 1989
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AEQUITAS INVESTMENT ADVISORS, LLC
AEQUITAS INVESTMENT ADVISORS | HENDERSON, WARNER ARMS | AEQUITAS INVESTMENT ADVISORS, LLC
CRD#: 127625 / SEC#: 801-110328
RIA
Registered Investment Advisory firm - (5/4/2017 Approved)Massachusetts
Registered Investment Advisory firm - (7/31/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2018 Terminated)New York
Registered Investment Advisory firm - (3/29/2018 Terminated)Texas
Registered Investment Advisory firm - (3/29/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(12/5/2017)
IAR
New Hampshire(7/7/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AI
AEQUITAS INVESTMENT ADVISORS, LLC
AEQUITAS INVESTMENT ADVISORS | HENDERSON, WARNER ARMS | AEQUITAS INVESTMENT ADVISORS, LLC
CRD#: 127625 / SEC#: 801-110328
RIA
Registered Investment Advisory firm - (5/4/2017 Approved)Massachusetts
Registered Investment Advisory firm - (7/31/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2018 Terminated)New York
Registered Investment Advisory firm - (3/29/2018 Terminated)Texas
Registered Investment Advisory firm - (3/29/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
175 Derby St Suite 24, Hingham, MA 02043
Mailing Address
Phone number
(781) 740-1199
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,266 |
| AUM (Assets Under Management) | $ 766,011,825 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 11/22/2023 | ||
| 09/14/2022 |
Red Flags
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Company Information
AEQUITAS INVESTMENT ADVISORS, LLC
CRD#: 127625Hingham, MA 02043TRUST BUT VERIFY
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Contact information
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