Matthew R Davis

Equitable Advisors, LLC

CRD 7989909

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-01-06

NY RA
APPROVED

Since 2025-01-06

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • 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

Organization	City	State	From	To
Equitable Advisors, Llc.	New York	NY	09/2024	Present
Tesla	Bethpage	NY	12/2016	06/2018
Sunrun	Westbury	NY	09/2018	06/2020
Intellisun	Sayville	NY	07/2020	12/2022
Hampton Implantology	Southampton	NY	06/2020	02/2023
Umemployed	Southampton	NY	02/2023	09/2024
Unemployed	Great Neck	NY	01/2016	12/2016

09/2024 → Present

Equitable Advisors, Llc.

New York, NY
12/2016 → 06/2018

Tesla

Bethpage, NY
09/2018 → 06/2020

Sunrun

Westbury, NY
07/2020 → 12/2022

Intellisun

Sayville, NY
06/2020 → 02/2023

Hampton Implantology

Southampton, NY
02/2023 → 09/2024

Umemployed

Southampton, NY
01/2016 → 12/2016

Unemployed

Great Neck, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-27

S66 Uniform Combined State Law Examination

2024-12-27

Other Names

Matthew R Davis
Matthew Davis

View on SEC IAPD

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