Brent E. Chavez
Professional summary
Brent Emmanuel Chavez, who also goes by Brent E Chavez, Brent Chavez, is a registered financial advisor currently at AEQUITAS EQUITAS WEALTH MANAGEMENT LLC located in Riegelsville, Pennsylvania.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brent has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brent Emmanuel Chavez's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 14, 2021 - Present
AEQUITAS EQUITAS WEALTH MANAGEMENT LLC
February 1, 2019 - January 18, 2022
MOTIV8 INVESTMENTS LLC
March 1, 2017 - January 30, 2019
INTEGRITY ALLIANCE, LLC.
March 19, 2013 - January 30, 2019
INTEGRITY ALLIANCE, LLC.
October 7, 2008 - February 5, 2013
ALLSTATE FINANCIAL SERVICES, LLC
February 28, 2008 - September 26, 2008
TRUSTMONT FINANCIAL GROUP, INC.
November 10, 2004 - February 26, 2008
SYNDICATED CAPITAL, INC.
October 21, 2003 - January 9, 2004
SYNDICATED CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/14/2021)
Exams
Current Firm
AEQUITAS EQUITAS WEALTH MANAGEMENT LLC
CRD#: 312693 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 8,213,904 |
Red Flags
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