Matthew
Chirico

Equitable Advisors, LLC

CRD#6202780
Investment Advisor
in Stamford, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Chirico is a financial advisor based in Stamford, Connecticut, with a total of 4 years of relevant experience. Chirico is an employee of Equitable Advisors, LLC. Throughout their career, they have worked at Northwestern Mutual Investment Services LLC, Rbc Wealth Management, David Lerner Associates, James Corso, Infinex Investments, Inc, Axa Equitable, Axa Advisors, LLC, Equitable and Equitable Advisors, LLC. Chirico maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Equitable Advisors, LLC is a firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It oversees $25 billion in total assets among its 75,222 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Equitable Advisors, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on the financial services provided. However, fee types charged by Equitable Advisors, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1266 East Main Street 6Th Floor
Stamford, CT 06902

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

CT Average: $7,464,549,021
Total Number of Employees

5,251

CT Average: 88
Total Number of Accounts

75,222

CT Average: 3,892
Average Account Size

$326,438

CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Chirico Work History

Matthew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Equitable

2019 - Present (5 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Axa Equitable

2019 - 2020 (1 year)

Axa Advisors, LLC

2017 - 2019 (2 years)

Infinex Investments, Inc

2016 - 2017 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

James Corso

2015 - 2015 (< 1 year)

Rbc Wealth Management

2015 - 2016 (1 year)

James Corso

2013 - 2015 (2 years)

David Lerner Associates

*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 Matthew Chirico 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 Equitable Advisors, LLC

Sean Dambaugh
Mount Pleasant, SC
Ryan Shea
Toms River, NJ
Michael Stenach
Minneapolis, MN
William Sorrentino
Edison, NJ
Stephen Curlee
Franklin, TN
Gerald Grant
Falls Church, VA
Steven South
Selma, AL
Willie Myles
Cary, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started