Matthew Ryan Presser

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
TX	RA	APPROVED_RES	2020-08-25
FL	RA	APPROVED	2006-10-10

TX RA
APPROVED_RES

Since 2020-08-25
FL RA
APPROVED

Since 2006-10-10

Branch Locations

5337 Millenia Lakes Blvd. Suite 405, Orlando, FL 32839 • 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
Axa Advisors, Llc	New York	NY	07/2006	06/2020
Equitable Advisors, Llc	New York	NY	07/2006	Present

07/2006 → 06/2020

Axa Advisors, Llc

New York, NY
07/2006 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

RENTAL PROPERTY, LANDLORD, STARTED 8/1/18. WILLIAM PENN ASSOCIATION 9.26.11, FIXED ANNUITY, TERM LIFE, WHOLE LIFE 10K/COMP. ASHAR, LIFE SETTLEMENTS, STARTED 06/2021, $1K/YR COMP.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-10-06

S66 Uniform Combined State Law Examination

2006-10-06

View on SEC IAPD

Employer firm

Current Employers

Equitable Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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