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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