Patrick Mattes
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
3 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
12 years in the industry.
- Equitable Advisors, LLCSep 2022 to now
- Andrew NairoozFeb 2022 to Sep 2022
- Morgan StanleyJun 2021 to Aug 2021
- Sanofi PasteurJun 2020 to Aug 2020
- Northampton Country ClubMay 2019 to Aug 2022
- Misericordia UniversityAug 2018 to May 2022
- Southmoore Golf CourseAug 2017 to Dec 2018
- Traditionas of HanoverJan 2016 to Jul 2017
- Bethlehem Catholic High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
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
- 7393057
- Firm CRD
- 6627