Alex
Matz
Equitable Advisors, LLC
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About this Advisor
Alex Matz is a financial advisor operating out of Onalaska, Wisconsin with 1 year of industry experience. Matz is an employee of Equitable Advisors, LLC. The advisor has gained experience at Bangor School District, University Of Wisconsin-Stevens Point, University Of Wisconsin-La Crosse, Rocky Rococo'S, Woodman'S Food Markets, Menards, Firefighters Credit Union, Kimberly Phillips Financial LLC Dba Life Time Financial Services, Equitable Advisors LLC and University Of Wisconsin - Parkside. Matz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota and Wisconsin. Equitable Advisors, LLC is a financial advisory company based in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It controls $25 billion in total assets between its 75,222 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a broad 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. Financial advisory fees typically are based on which service is provided. Fees charged by Equitable Advisors, LLC likely consist 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
Alex Matz Work History
Alex has been registered as a financial advisor for 1 years.*
University Of Wisconsin - Parkside
Equitable Advisors LLC
Kimberly Phillips Financial LLC Dba Life Time Financial Services
University Of Wisconsin-La Crosse
Firefighters Credit Union
University Of Wisconsin-Stevens Point
Menards
Woodman'S Food Markets
Rocky Rococo'S
Bangor School District
*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 Alex Matz 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
Indianapolis, IN
Oak Brook, IL
Cary, NC
Houston, TX
Selma, AL
Salt Lake City, UT
Shelton, CT
Franklin, TN
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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