Matthew Harrison Fortenberry
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Matthew Harrison Fortenberry? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCMay 2021 to now
- Pruco Securities, LLC.Apr 2020 to May 2021
- Prudential Annuities Distributors, IncMar 2020 to May 2021
- Pruco Securties LLCJan 2019 to May 2021
- The Prudential Insurance Company of AmericaJan 2019 to May 2021
- Wells Fargo Clearing Services LLCAug 2017 to Dec 2018
- University of North Carolina At CharlotteApr 2017 to Aug 2017
- AutobellFeb 2017 to Apr 2017
- University of North Carolina At CharlotteJan 2017 to Feb 2017
- AXA AdvisorsJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 6674763
- Firm CRD
- 6627