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Matthew Kenneth Boss

Equitable Advisors, LLC

Williamsville, NY

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-11
  • NY RA
    APPROVED
    Since 2022-04-11

Branch Locations

350 Essjay Road Suite 300, Williamsville, NY 14221 • 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 08/2021 Present
Case Western Reserve University Cleveland OH 08/2017 05/2021
Unemployed East Aurora NY 05/2021 08/2021
Citigroup Getzville NY 06/2020 08/2020
East Aurora Recreational Department East Aurora NY 06/2016 08/2019
Old Orchard Inn East Aurora NY 03/2015 08/2017
East Aurora High School East Aurora NY 08/2013 06/2017
Orthobrain Cleveland OH 01/2020 03/2020
  • 08/2021 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2017 → 05/2021
    Case Western Reserve University
    Cleveland, OH
  • 05/2021 → 08/2021
    Unemployed
    East Aurora, NY
  • 06/2020 → 08/2020
    Citigroup
    Getzville, NY
  • 06/2016 → 08/2019
    East Aurora Recreational Department
    East Aurora, NY
  • 03/2015 → 08/2017
    Old Orchard Inn
    East Aurora, NY
  • 08/2013 → 06/2017
    East Aurora High School
    East Aurora, NY
  • 01/2020 → 03/2020
    Orthobrain
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
S63 Uniform Securities Agent State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2022-04-08
  • S63 Uniform Securities Agent State Law Examination
    2021-11-12
Other Names
  • Matt Kenneth Boss

View on SEC IAPD

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