Matthew
Keiss

Equity Services, Inc

CRD#6170334
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Keiss is a financial advisor based in Atlanta, Georgia, who has 1 year of industry experience. Keiss is an advisor for Equity Services, Inc. Keiss has gained experience at Pruco Securities, LLC, The Prudential Insurance Company Of America, Apogee Financial Partners and Equity Services, Inc. Keiss has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Georgia. Equity Services, Inc is a business that has its headquarters in Montpelier, VT. It has offices in 220 locations and a total of 440 financial advisors. It oversees $2 billion in assets under management between its 11,317 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 11,317 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Equity Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on which services are offered. However, fees charged by Equity Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

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.

Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

GA Average: $4,257,716,217
Total Number of Employees

440

GA Average: 30
Total Number of Accounts

11,317

GA Average: 868
Average Account Size

$164,964

GA Average: $4,905,203

Investment Advisory Services

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

Matthew Keiss Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Apogee Financial Partners

2022 - Present (2 years)

Equity Services, Inc

2013 - 2022 (9 years)

Pruco Securities, LLC

2013 - 2022 (9 years)

The Prudential Insurance Company Of America

*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 Keiss 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 Esi Financial Advisors

Eric Gottesman
Lido Beach, NY
Michael Chiarella
Montpelier, VT
Matthew Keiss
Atlanta, GA
Alana Furlow
Chicago, IL
Karl Rothhaar
Charlotte, NC
Jennifer Grant
Peshtigo, WI
Virginia Griffith
Atlanta, GA

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