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Matthew Copland

Equitable Advisors, LLC

New York, NY

CRD 7403826

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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
TX RA APPROVED 2022-06-10
NY RA APPROVED 2021-10-07
  • TX RA
    APPROVED
    Since 2022-06-10
  • NY RA
    APPROVED
    Since 2021-10-07

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • 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
Life Time Inc. Harrison NY 05/2018 08/2018
Idb Capital Corporation New York NY 06/2019 08/2019
Camp Kennybrook Monticello NY 06/2017 08/2017
Kpmg International New York NY 04/2020 04/2020
Equitable Advisors Llc New York NY 08/2021 Present
University Of Miami Coral Gables FL 08/2017 12/2018
University Of Maryland College Park MD 12/2018 06/2021
Blind Brook Middle/High School Rye Brook NY 07/2011 06/2017
Unemployed Greenwich CT 06/2021 08/2021
  • 05/2018 → 08/2018
    Life Time Inc.
    Harrison, NY
  • 06/2019 → 08/2019
    Idb Capital Corporation
    New York, NY
  • 06/2017 → 08/2017
    Camp Kennybrook
    Monticello, NY
  • 04/2020 → 04/2020
    Kpmg International
    New York, NY
  • 08/2021 → Present
    Equitable Advisors Llc
    New York, NY
  • 08/2017 → 12/2018
    University Of Miami
    Coral Gables, FL
  • 12/2018 → 06/2021
    University Of Maryland
    College Park, MD
  • 07/2011 → 06/2017
    Blind Brook Middle/High School
    Rye Brook, NY
  • 06/2021 → 08/2021
    Unemployed
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01

View on SEC IAPD

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