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Matthew Patterson

Equitable Advisors, LLC

Sherman Oaks, CA

Los Angeles, CA

CRD 7269721

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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:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2021-06-28
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2021-06-28

Branch Locations

Sherman Oaks, CA • United States

5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036 • 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
Equitable Advisors, Llc New York NY 06/2020 Present
University Of Oregon Eugene OR 09/2019 06/2020
True Blue Partners, Llc San Jose CA 06/2019 08/2019
University Of Oregon Eugene OR 09/2018 06/2019
Gkm Public Accountants Encino CA 06/2018 09/2018
University Of Oregon Eugene OR 09/2017 06/2018
University Of Oregon Eugene OR 06/2016 09/2017
Regal Cinemas Calabasas CA 06/2016 09/2016
Labrador Capital Encino CA 12/2017 01/2018
  • 06/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 09/2019 → 06/2020
    University Of Oregon
    Eugene, OR
  • 06/2019 → 08/2019
    True Blue Partners, Llc
    San Jose, CA
  • 09/2018 → 06/2019
    University Of Oregon
    Eugene, OR
  • 06/2018 → 09/2018
    Gkm Public Accountants
    Encino, CA
  • 09/2017 → 06/2018
    University Of Oregon
    Eugene, OR
  • 06/2016 → 09/2017
    University Of Oregon
    Eugene, OR
  • 06/2016 → 09/2016
    Regal Cinemas
    Calabasas, CA
  • 12/2017 → 01/2018
    Labrador Capital
    Encino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2020-09-01
Other Names
  • Matt Patterson

View on SEC IAPD

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