Matthew Jason Blank
Investment adviser representative at Lowell Road Asset Management, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$52.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Lowell Road Asset Management, Inc.Sep 2020 to now
- Blank Equity Management LLCNov 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lowell Road Asset Management, Inc.
$52.5MAssets managed
124Clients
2Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2689469
- Firm CRD
- 164370