Matthew
Mcdonough

Equitable Advisors, LLC

CRD#7790001
Investment Advisor
in Charlotte, NC

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About this Advisor

Matthew Mcdonough is a financial advisor based in Charlotte, North Carolina, working with Equitable Advisors, LLC. Matthew has previously held positions at Equitable Advisors LLC, R&S Medical Cleaning, Perplexed Clothing Company LLC, Doordash, The Peninsula Club, Aquatech Pool Management Company, Cowboy Restaurant, Red Rocks Restaurant, Dunkin Donuts, Bailey Middle School, Northmeck High School, and the University Of North Carolina Wilmington. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York and North Carolina. Currently, Matthew is part of Equitable Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

11325 North Community House Rd Suite 450
Charlotte, NC 28277

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

NC Average: 88
Total Number of Accounts

79,686

NC Average: 3,892
Average Account Size

$373,668

NC 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 Mcdonough Work History

2023 - Present (1 year)

Equitable Advisors LLC

2021 - 2023 (2 years)

R&S Medical Cleaning

2021 - 2023 (2 years)

Doordash

2020 - 2023 (3 years)

Perplexed Clothing Company LLC

2019 - 2023 (4 years)

University Of North Carolina Wilmington

2018 - 2019 (1 year)

The Peninsula Club

2018 - 2019 (1 year)

Aquatech Pool Management Company

2017 - 2018 (1 year)

Cowboy Restaurant (No Longer In Business)

2016 - 2017 (1 year)

Red Rocks Restaurant

2015 - 2015 (< 1 year)

Dunkin Donuts

2015 - 2019 (4 years)

Northmeck High School

2013 - 2015 (2 years)

Bailey Middle School

Disclosures

Please visit the SEC profile of Matthew Mcdonough 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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