Ethan
Matkin
Ep Wealth Advisors
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About this Advisor
Ethan Matkin is a financial advisor operating in Irvine, California, with 2 years of industry experience. Matkin is an employee of Ep Wealth Advisors. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, The Certus Financial Group/Tcfg Wealth Management, LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Ep Wealth Advisors and Alpha Cubed Investments. Matkin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Ep Wealth Advisors is a financial advisory business operating out of Torrance, CA. The firm has offices in 33 locations and a total of 375 employees. It handles $17 billion in assets among its 32,050 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 116 charitable organizations. Of its 32,050 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Ep Wealth Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees usually vary depending on the services offered. Fee types charged by Ep Wealth Advisors can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ethan Matkin Work History
Ethan has been registered as a financial advisor for 2 years.*
Ep Wealth Advisors
Alpha Cubed Investments
Mml Investors Services
Mass Mutual Life Insurance Company
The Certus Financial Group/Tcfg Wealth Management, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ethan Matkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Saint George, UT
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, CA
Salt Lake City, UT
Torrance, CA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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