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Matthew John Waterhouse

Equitable Advisors, LLC

Wellesley, MA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-12
  • TX RA
    APPROVED_RES
    Since 2022-05-12

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Boston College Chestnut Hill MA 08/2013 05/2017
Axa Advisors, Llc New York NY 07/2017 06/2020
Equitable Advisors, Llc New York NY 07/2017 Present
  • 08/2013 → 05/2017
    Boston College
    Chestnut Hill, MA
  • 07/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2017 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

1) Trustee for immediate family member. 2) Precision Private Wealth, LLC - Owner/Member DBA LLC - Wellesley, MA - 10/2025 - 160hrs/mth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-10
  • S66 Uniform Combined State Law Examination
    2017-08-10

View on SEC IAPD

Other Firms

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MORGAN STANLEY
SLC MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

More in Wellesley, MA

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