Matthew David Stanek

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 10/2016
  Jpmorgan Chase Bank Na
  Paramus, NJ
• 10/2012 → 10/2016
  J.P. Morgan Securities Llc
  Upper Montclair, NJ
• 10/2016 → 10/2020
  Raymond James Financial Services, Inc.
  Montville, NJ
• 10/2016 → 10/2020
  Lakeland Bank
  Oak Ridge, NJ
• 02/2018 → 10/2020
  Raymond James Financial Services Advisors Inc.
  Montville, NJ
• 11/2018 → 10/2020
  Lakeland Financial Services Agency
  Caldwell, NJ
• 10/2020 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2018-02-06 → 2020-10-20
  Raymond James Financial Services Advisors, Inc
  Bernardsville, NJ
  Caldwell, NJ
  Montville, NJ
  Montville, NJ

Exams

• S66 Uniform Combined State Law Examination
  2017-01-24
• S63 Uniform Securities Agent State Law Examination
  2009-11-19

Other Names

• Matthew D Stanek