HEALTHEQUITY ADVISORS, LLC

HEALTHEQUITY ADVISORS, LLC of DRAPER, UT is an SEC-registered investment adviser (CRD 167105). Regulatory assets under management: $2.0B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

Officers, owners & control persons (19)

NameRoleLocation
Alexander ParkerCHIEF COMPLIANCE OFFICERNew York, NY
James Rex IvieMANAGING DIRECTOR—
Cordell Mclachlan EggettDIRECTOR OF FINANCE, MEMBER OF THE BOARD OF MANAGERS—
Stephen Dale NeelemanMEMBER OF THE BOARD OF MANAGERS—
Jayson Parker AlexanderCHIEF COMPLIANCE OFFICER—
James Michael LucaniaMEMBER OF THE BOARD OF MANAGERS—
CALABRO MATHEW JOHNCHIEF COMPLIANCE OFFICER—
IVIE JAMES REXCHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR—
WORLEY DAVID CLARKCHIEF COMPLIANCE OFFICER—
Midgley Lori KayeCHIEF COMPLIANCE OFFICER—
Eggett Cordell McLachlanDIRECTOR OF FINANCE—
DAVIS RAYNARD HILLCHIEF COMPLIANCE OFFICER / DIRECTOR OF CORPORATE COMPLIANCE AND ETHICS; CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES—
KESSLER JONMEMBER OF THE BOARD OF MANAGERS—
MOTT DARCY GALENMEMBER OF THE BOARD OF MANAGERS—
NEELEMAN STEPHEN DALEMEMBER OF THE BOARD OF MANAGERS—
FETHERSTON MICAH JOHNCHIEF COMPLIANCE OFFICER—
MURDOCK TYSON DONMEMBER OF THE BOARD OF MANAGERS—
Fleming Matthew HitchcockCHIEF COMPLIANCE OFFICER—
Lucania James MichaelMEMBER OF THE BOARD OF MANAGERS—

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