Timothy Nash has been Principal and Chief Portfolio Strategist of Aequitas Investment Advisors since June 2017, is not listed as a control person, but directly owns between 10% and 25% of the firm. Timothy Nash holds an MBA from The Wharton School, University of Pennsylvania and a Bachelor of Arts from Trinity College.
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.
Tim Nash is Principal and Chief Portfolio Strategist of Aequitas Investment Advisors, LLC. He joined the firm in June 2017 after 30 years serving as an advisor at four large financial institutions in Boston and New York. His earlier roles included lead investment counselor on a Citi Private Banking team, Managing Director and Senior Portfolio Strategist at US Trust, and investment advisor at Fidelity Investments and Kidder Peabody & Co.
Timothy Nash’s longest registration is the current one, 9 years at Aequitas Investment Advisors since 2017. Before joining Aequitas Investment Advisors in 2017, Timothy Nash was registered through Citigroup Global Markets Inc. and Columbia Management Advisors, Inc.
- – present · 9 yearsHingham, MA · Adviser representative · Firm CRD 127625
- Citigroup Global Markets Inc.– · 1 yearBoston, MA · Adviser representative · Firm CRD 7059
- Columbia Management Advisors, Inc.– · 1 yearBoston, MA · Adviser representative · Firm CRD 105842
Professional designations
Listed by Aequitas Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
- Chartered Alternative Investment Analyst (CAIA®)
Investment adviser representative registrations
Timothy Nash is registered as an investment adviser representative in 2 states. The first approvals date from July 2017; the most recent is Massachusetts, in December 2017.
- MassachusettsSince 5 December 2017
- New HampshireSince 7 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 6 March 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 November 2015 |
| Series 7 | General Securities Representative Examination | 12 October 2015 |
| Series 24 | General Securities Principal Examination | 21 October 1997 |
| Series 3 | National Commodity Futures Examination | 12 June 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Full name
- Timothy Brackett Nash
- CRD
- 1582861
- Firm
- Aequitas Investment Advisors · CRD 127625
- Role
- Principal and Chief Portfolio Strategist
- Office
- 175 DERBY ST, SUITE 24, Hingham, MA 02043
- Registration
- Investment adviser registration
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aequitas-inv.com
Where does Timothy Nash work?
Timothy Nash has been Principal and Chief Portfolio Strategist of Aequitas Investment Advisors, LLC since June 2017.
Is Timothy Nash a financial advisor?
Yes. Timothy Nash has a current investment-adviser registration in Massachusetts and New Hampshire, through Aequitas Investment Advisors since July 2017.
How many years of experience does Timothy Nash have?
Timothy Nash has 26 years in the financial industry, since October 2000, across 3 adviser firms.
What exams has Timothy Nash passed?
Timothy Nash has passed 5 licensing exams: the Series 3, Series 24, Series 7, Series 63 and Series 31. The earliest, the Series 3, was passed in June 1987. FINRA credited Timothy Nash with the SIE, which began in October 2018.
Where did Timothy Nash work before Aequitas Investment Advisors?
Before Aequitas Investment Advisors, Timothy Nash was registered through Citigroup Global Markets Inc., November 2015 to June 2017; Columbia Management Advisors, Inc., September 2003 to September 2004.
Where is Timothy Nash based?
Timothy Nash’s registered office is in Hingham, MA.
Is Timothy Nash registered with FINRA?
No. Timothy Nash has no current broker registration.
Is Timothy Nash a CFP?
Aequitas Investment Advisors lists Timothy Nash with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Timothy B. Nash, CFP®, CFA®, CAIA® biography, aequitas-inv.com
Is Timothy Nash a CFA charterholder?
Aequitas Investment Advisors lists Timothy Nash with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Timothy B. Nash, CFP®, CFA®, CAIA® biography, aequitas-inv.com
How can I verify Timothy Nash’s record?
Search CRD 1582861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Nash’s full registration record.