Best Investors Account Sign in
Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-12
  • PA RA
    APPROVED
    Since 2026-08-12

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Media PA 01/2025 06/2025
Fastmodel Sports Chicago IL 05/2023 04/2025
Cardinal Hayes High School Bronx NY 11/2022 10/2023
Manhattan College Riverdale NY 04/2011 11/2022
Naviq Chicago IL 07/2025 Present
Equitable Advisors, Llc New York NY 07/2026 Present
  • 01/2025 → 06/2025
    Wells Fargo Bank
    Media, PA
  • 05/2023 → 04/2025
    Fastmodel Sports
    Chicago, IL
  • 11/2022 → 10/2023
    Cardinal Hayes High School
    Bronx, NY
  • 04/2011 → 11/2022
    Manhattan College
    Riverdale, NY
  • 07/2025 → Present
    Naviq
    Chicago, IL
  • 07/2026 → Present
    New York, NY
Other Businesses

-NAVIQ, Chicago, IL CA Sales consultant working approx. 30-hrs per wk. non-investment related. -POA for parents as well as executor of their will beginning 6/2008.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-16
S63 Uniform Securities Agent State Law Examination 2026-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-06-16
  • S63 Uniform Securities Agent State Law Examination
    2026-04-06
Other Names
  • Matthew Grady
  • Matt Grady

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bala Cynwyd, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor