Matthew Harrison Fortenberry

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

• 08/2017 → 12/2018
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 06/2016 → 01/2017
  Axa Advisors
  Charlotte, NC
• 01/2017 → 02/2017
  University Of North Carolina At Charlotte
  Charlotte, NC
• 02/2017 → 04/2017
  Autobell
  Huntersville, NC
• 04/2017 → 08/2017
  University Of North Carolina At Charlotte
  Charlotte, NC
• 01/2019 → 05/2021
  The Prudential Insurance Company Of America
  Charlotte, NC
• 01/2019 → 05/2021
  Pruco Securties Llc
  Charlotte, NC
• 03/2020 → 05/2021
  Prudential Annuities Distributors, Inc
  Charlotte, NC
• 04/2020 → 05/2021
  Pruco Securities, Llc.
  Charlotte, NC
• 05/2021 → Present
  Equitable Advisors
  New York, NY

Previous Registrations

• 2020-04-14 → 2020-11-17
  Pruco Securities, Llc.
  Charlotte, NC
• 2019-02-04 → 2020-03-31
  Pruco Securities, Llc.
  Charlotte, NC
  Newark, NJ
• 2017-11-02 → 2019-01-02
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

DBA: Alpha Omega Financial, LLC

Exams

• S66 Uniform Combined State Law Examination
  2017-11-02

Other Names

• Matthew H Fortenberry
• Matt Fortenberry
• Matthew Fortenberry