Matthew
Stanek

Equitable Advisors, LLC

CRD#5703652
Investment Advisor
in Morristown, NJ

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About this Advisor

Matthew Stanek is a financial advisor working out of Morristown, New Jersey who has 3 years of relevant experience. Stanek is an advisor for Equitable Advisors, LLC. Over the course of their career, they have held roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Raymond James Financial Services, Inc, Lakeland Bank, Raymond James Financial Services Advisors Inc, Lakeland Financial Services Agency and Equitable Advisors LLC. Stanek maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Connecticut, Florida, Maine, New Jersey, New York, Pennsylvania and Texas. Equitable Advisors, LLC is a company based out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It handles $25 billion in assets under management among its 75,222 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 177 charities and foundations. Of its 75,222 accounts, 42% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Equitable Advisors, LLC provides a wide set of services, including 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. Fees for financial advisory services typically vary depending on the services provided. However, fee types billed by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

10 Madison Avenue 2Nd Floor
Morristown, NJ 07960

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

NJ Average: 88
Total Number of Accounts

75,222

NJ Average: 3,892
Average Account Size

$326,438

NJ 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 Stanek Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Equitable Advisors LLC

2018 - 2020 (2 years)

Raymond James Financial Services Advisors Inc

2018 - 2020 (2 years)

Lakeland Financial Services Agency

2016 - 2020 (4 years)

Raymond James Financial Services, Inc

2016 - 2020 (4 years)

Lakeland Bank

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

2009 - 2016 (7 years)

Jpmorgan Chase Bank Na

*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 Stanek 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

Michael Stenach
Minneapolis, MN
Brian Kelly
Houston, TX
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
Sean Dambaugh
Mount Pleasant, SC
Gerald Grant
Falls Church, VA
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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