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Matheus De Carvalho Leme Cavallari

Equitable Advisors, LLC

Annapolis, MD

Columbia, MD

CRD 7970828

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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
MD RA APPROVED 2024-09-06
  • MD RA
    APPROVED
    Since 2024-09-06

Branch Locations

Annapolis, MD • United States

6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • 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
Unemployed Annapolis MD 04/2021 07/2024
World Bank Group Washgington DC 09/2016 03/2021
Equitable Advisors, Llc New York NY 08/2024 Present
  • 04/2021 → 07/2024
    Unemployed
    Annapolis, MD
  • 09/2016 → 03/2021
    World Bank Group
    Washgington, DC
  • 08/2024 → Present
    New York, NY
Other Businesses

Residential Rental Property, 1422 27th St NW, Washington, DC 20007, Owner, 4 hours per month, April 2023 to present, not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-07
  • S66 Uniform Combined State Law Examination
    2024-03-07
Other Names
  • Matheus De Carvalho Leme Cavallari
  • Matt Cavallari
  • Matheus De Carvalho Leme Cavallar

View on SEC IAPD

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