Matthew Copland
Investment adviser representative at Equitable Advisors, LLC
15 yearsExperience
2 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
15 years in the industry.
- Equitable Advisors, LLCAug 2021 to now
- UnemployedJun 2021 to Aug 2021
- Kpmg InternationalApr 2020 to Apr 2020
- Idb Capital CorporationJun 2019 to Aug 2019
- University of MarylandDec 2018 to Jun 2021
- Life Time Inc.May 2018 to Aug 2018
- University of MiamiAug 2017 to Dec 2018
- Camp KennybrookJun 2017 to Aug 2017
- Blind Brook Middle/high SchoolJul 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7403826
- Firm CRD
- 6627