Matthew Anthony Unger

Current Employers

Employment History

• 08/2011 → 10/2016
  Axa Advisors, Llc
  New York City, NY
• 11/2016 → 11/2017
  Girard Securities
  San Diego, CA
• 11/2017 → 07/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2024 → Present
  Concurrent Investment Advisors, Llc
  Dallas, TX
• 07/2019 → 03/2024
  Goldman Sachs
  Irving, TX
• 10/2016 → 11/2023
  United Capital Financial Advisers, Llc
  Irving, TX
• 04/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-10-27 → 2023-11-17
  United Capital Financial Advisors
  Irving, TX
• 2012-08-14 → 2016-10-25
  Equitable Advisors, Llc
  Coppell, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1) Concurrent Investment Advisers. Investment Related. At registered location. RIA. VP, Head of Centralized Wealth Advisory Services. 03/2024. This is a Full Time position. 160 hours/mo. 130 hours/mo. Duties include building and managing a team of advisers. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 3/26/2024. Hrs/month 140 all during trading hours. Sales of fixed/traditional insurance products. 3) PKSF. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 3/26/2024. Hrs/month 140 all during trading hours. Sales of fixed/traditional insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-10
• S63 Uniform Securities Agent State Law Examination
  2011-09-02

Designations

Other Names

• Matt Unger
• Matthew A Unger
• Matthew Unger