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Matthew Timothy Marwitz

Equitable Advisors, LLC

Oak Brook, IL

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-29
  • IL RA
    APPROVED
    Since 2025-10-29

Branch Locations

1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiducient Advisors Chicago IL 06/2014 07/2025
Equitable Advisors, Llc New York NY 07/2025 Present
Wells, Roselieb & Raia Wealth Management, Llc Oak Brook IL 07/2025 Present
  • 06/2014 → 07/2025
    Fiducient Advisors
    Chicago, IL
  • 07/2025 → Present
    Equitable Advisors, Llc
    New York, NY
  • 07/2025 → Present
    Wells, Roselieb & Raia Wealth Management, Llc
    Oak Brook, IL
Other Businesses

Wells, Roselieb, Raia Wealth Management, LLC- Investment Related- 1515 W. 22nd St, Suite 300, Oak Brook, IL; Registered Sales Assistant; Start 08/2025- 40 hours/week. DBA: Wells, Roselieb, Raia Wealth Management, LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-21
  • S66 Uniform Combined State Law Examination
    2025-10-21
Designations
Other Names
  • Matt Timothy Marwitz

View on SEC IAPD

Other Firms

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WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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