Matthew Thomas Mckenna

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2007 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1)DIRECTOR OF NON PROFIT FOUNDATION: WARREN MCKENNA FOUNDATION 5001 MONUMENT AVE RICHMOND, VA 23230, BOARD MEMBER/OFFICER/DIRECTOR, DIRECTOR OF NON PROFIT FOUNDATION, DUTIES: INCORPORATING THE NON PROFIT AND RUNNING ANNUAL GOLF TOURNAMENT FOR CHARITY FUNDRAISING, START DATE: 3/7/16, 4 HRS PER MO, NOT INVESTMENT RELATED; 2) AM FINANCIAL 7231 FOREST AVE STE 300 RICHMOND, VA 23226, PARTNER, DUTIES: GROUP BENEFITS, START DATE: 5/10/17, 25 HRS PER MO, NOT INVESMENT RELATED;3) SAINT BRIDGET ATHLETIC BOARD, 6011 YORK ROAD, ATHLETIC BOARD MEMBER, DUTIES: BETTERING THE STUDENTS ACCESS TO SPORTS, START DATE: 8/20/24, 1 HR PER MO, NOT INVESTMENT RELATED;4)PST ADVISORS, LLC ONE BELMONT AVE SUITE 1000 BALA CYNWYD PA 19004, BOARD MEMBER/OFFICER/DIRECTOR, INVESTMENT POLICY COMMITTEE MEMBER, DUTIES: I WILL SIT ON AND PARTICIPATE IN INVESTMENT COMMITTEE MEETINGS QUARTERLY. THIS IS AN EQA APPROVED RIA FOR THE PURPOSES OF BEING A STRATEGIST ON THE LPL MWP PLATFORM, START DATE: 10/1/24, 4 HRS PER MO, NOT INVESTMENT RELATED; 5) ASHAR GROUP 1800 PEMBROOK DRIVE ORLANDO FL 32810, AGENT, LIFE SETTLEMENT COMPANY, START DATE:10/31/24, 10 HRS PER MO; 6) OUTSIDE BROKERAGE BUSINESS, TRANSAMERICA, GREAT WESTERN, SONS OF NORWAY, AMERICAN GENERAL; 7) USING MATTHEW.MCKENNA@CAPITALFINANCIALGRP.COM TO CONDUCT EQUITABLE BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-03
• S63 Uniform Securities Agent State Law Examination
  2007-12-10