Brent Chavez (CRD# 4713806) is an Investment Advisor Representative working at Aequitas Equitas Wealth Management LLC in Riegelsville, PA and has over 20 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aequitas Equitas Wealth Management LLC | Riegelsville, PA | Jan 2021 - Current | 3 |
| Motiv8 Investments LLC | Bedminster, PA | Jan 2019 - Dec 2021 | 2 |
| Brokers International Financial Services | Bedminster, PA | Mar 2013 - Jan 2019 | 5 |
| Brent Chavez | Upper Black Eddy, PA | Apr 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- PA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$115,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
PA
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