Matthew Oliver Riskin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 08/2020 → 05/2024
  Tulane University
  New Orleans, LA
• 09/2016 → 07/2020
  Millburn High School
  Millburn, NJ
• 05/2021 → 08/2021
  Express Inc
  Short Hills, NJ
• 06/2023 → 08/2023
  Limekiln Real Estate
  New York, NY
• 06/2022 → 08/2022
  Virtu Financial
  Short Hills, NJ
• 05/2024 → 07/2024
  Unemployed
  West Orange, NJ
• 07/2024 → 12/2025
  Equitable Advisors, Llc
  New York, NY
• 01/2026 → Present
  Osaic Wealth, Inc.
  Morristown, NJ

Previous Registrations

• 2025-03-07 → 2025-12-16
  Equitable Advisors, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-06
• S63 Uniform Securities Agent State Law Examination
  2024-07-11

Other Names

• Matthew Oliver Riskin
• Matt Riskin
• Matthew Riskin