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Brent C
Series 63, Series 65
Riegelsville, PA
Aequitas Equitas Wealth Management LLC
Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of an automotive refinishing business serving new car dealerships. Aequitas Equitas Wealth Management LLC is a state-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with global diversification and utilizes mutual funds, ETFs, individual securities, and, when appropriate, leveraged investments, margin, and options, according to client risk tolerance.
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