Matthew
Rizzo
Equitable Advisors, LLC
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About this Advisor
Matthew Rizzo is a financial advisor working in Buffalo, New York with 6 years of relevant experience. Rizzo works at Equitable Advisors, LLC. Over the course of their career, Rizzo has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Rizzo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Indiana, Kentucky, New York, North Carolina, Ohio and Pennsylvania. Equitable Advisors, LLC is an advisory firm that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 advisors. It administers $25 billion in assets among its 75,222 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. Equitable Advisors, LLC provides a number 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees charged by Equitable Advisors, LLC 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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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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 Rizzo Work History
Matthew has been registered as a financial advisor for 6 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
*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 Rizzo 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
New York, NY
Golden, CO
Falls Church, VA
Houston, TX
Franklin, TN
Trussville, AL
Selma, AL
Edison, NJ
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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