Michelle Fallon has been Member and Senior Financial Planner of Aequitas Investment Advisors since August 2020, is not listed as a control person, but directly owns between 5% and 10% of the firm. Michelle Fallon holds a Bachelor of Arts in Economics from the University of Vermont and a Master of Science in Personal Financial Planning from the College for Financial Planning.
Aequitas Investment Advisors, LLC is a Hingham, MA firm with $826M under management, 189 clients and 5 advisers in one office, as of its March 2026 filing.
Michelle Fallon is Senior Financial Planner and Fixed Income Specialist of Aequitas Investment Advisors, LLC. She provides financial planning services to clients and specializes in Medicare planning, Social Security claiming strategies and educational goal funding. Before Aequitas, she spent twenty years at Bear, Stearns & Co., Inc. on the Fixed Income Trading Desk, finishing her career as Municipal Bond Coordinator for the Boston office.
- – present · 11 yearsHingham, MA · Adviser representative · Firm CRD 127625
Professional designations
Listed by Aequitas Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michelle Fallon is registered as an investment adviser representative in 2 states. The first approvals date from February 2015; the most recent is Massachusetts, in February 2016.
- MassachusettsSince 23 February 2016
- New HampshireSince 12 February 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 December 1989 |
| Series 7 | General Securities Representative Examination | 21 October 1989 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michelle C Fallon
- CRD
- 2001231
- Firm
- Aequitas Investment Advisors · CRD 127625
- Role
- Member and Senior Financial Planner
- Office
- 175 DERBY ST, SUITE 24, Hingham, MA 02043
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aequitas-inv.com
Where does Michelle Fallon work?
Michelle Fallon has been Member and Senior Financial Planner of Aequitas Investment Advisors, LLC since August 2020.
Is Michelle Fallon a financial advisor?
Yes. Michelle Fallon has a current investment-adviser registration in Massachusetts and New Hampshire, through Aequitas Investment Advisors since February 2015.
How many years of experience does Michelle Fallon have?
Michelle Fallon has 11 years in the financial industry, since February 2015, across 1 adviser firm.
What exams has Michelle Fallon passed?
Michelle Fallon has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 1989.
Where is Michelle Fallon based?
Michelle Fallon’s registered office is in Hingham, MA.
Is Michelle Fallon registered with FINRA?
No. Michelle Fallon has no current broker registration.
Is Michelle Fallon a CFP?
Aequitas Investment Advisors lists Michelle Fallon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Michelle Fallon, MS, CFP® biography, aequitas-inv.com
How can I verify Michelle Fallon’s record?
Search CRD 2001231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Fallon’s full registration record.