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Matthew Rooney James Payne

Equitable Advisors, LLC

Syracuse, NY

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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 2024-10-24
NY RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-24
  • NY RA
    APPROVED
    Since 2024-10-01

Branch Locations

507 Plum Street Suite 200, Syracuse, NY 13204 • 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
Lpl Financial Llc Syracuse NY 06/2023 11/2023
St. Michael's In The Hills Church Ottawa Hills OH 08/2022 05/2023
University Of Maryland-School Of Music College Park MD 08/2020 06/2022
University Of Maryland College Park MD 08/2020 06/2022
Sessions Payroll Management Inc. Washington DC 09/2021 10/2021
Central City Opera Central City CO 06/2021 08/2021
Joelle's French Bistro Skaneateles NY 06/2020 08/2020
Unemployed Philadelphia PA 03/2020 03/2020
Parc Restaurant Philadelphia PA 11/2019 03/2020
Oberlin College Biology Department Oberlin OH 01/2019 05/2019
Oberlin Conservatory Oberlin OH 01/2019 05/2019
Oberlin College And Conservatory Student Oberlin OH 08/2014 05/2019
Oberlin College Dining Services Oberlin OH 08/2016 11/2016
First United Methodist Church Oberlin OH 09/2017 04/2019
Pacer Financial, Inc. Malvern PA 11/2023 09/2024
Equitable Advisors, Llc New York NY 09/2024 Present
Self-Employed/Independent Contractor Washington DC 09/2014 05/2023
  • 06/2023 → 11/2023
    Lpl Financial Llc
    Syracuse, NY
  • 08/2022 → 05/2023
    St. Michael's In The Hills Church
    Ottawa Hills, OH
  • 08/2020 → 06/2022
    University Of Maryland-School Of Music
    College Park, MD
  • 08/2020 → 06/2022
    University Of Maryland
    College Park, MD
  • 09/2021 → 10/2021
    Sessions Payroll Management Inc.
    Washington, DC
  • 06/2021 → 08/2021
    Central City Opera
    Central City, CO
  • 06/2020 → 08/2020
    Joelle's French Bistro
    Skaneateles, NY
  • 03/2020 → 03/2020
    Unemployed
    Philadelphia, PA
  • 11/2019 → 03/2020
    Parc Restaurant
    Philadelphia, PA
  • 01/2019 → 05/2019
    Oberlin College Biology Department
    Oberlin, OH
  • 01/2019 → 05/2019
    Oberlin Conservatory
    Oberlin, OH
  • 08/2014 → 05/2019
    Oberlin College And Conservatory Student
    Oberlin, OH
  • 08/2016 → 11/2016
    Oberlin College Dining Services
    Oberlin, OH
  • 09/2017 → 04/2019
    First United Methodist Church
    Oberlin, OH
  • 11/2023 → 09/2024
    Pacer Financial, Inc.
    Malvern, PA
  • 09/2024 → Present
    New York, NY
  • 09/2014 → 05/2023
    Self-Employed/Independent Contractor
    Washington, DC
Other Businesses

1) The National Chamber Orchestra - President of Board Non-Investment - Washington, DC. 2) Self-employed - public speaking and vocal coaching - April 2019 - 8 hrs/mth - Not investment-related. 3) Sentisound LLC - co-owner; auditory rehabilitation company - February 2023 - Not-investment related. 4) The Barrow Gallery - Board Member Treasurer & Finance Committee - Skaneateles, NY - 06/2026 - 2hrs/mth. 5) Off the Dock Chamber Festival - Board Member Non-Investment - Skaneateles, NY - 06/2026 - 2hrs/mth.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05
Other Names
  • Matthew Payne
  • Matthew R Payne

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