Matthew Rooney james Payne
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCSep 2024 to now
- Pacer Financial, Inc.Nov 2023 to Sep 2024
- LPL Financial LLCJun 2023 to Nov 2023
- St. Michael's In the Hills ChurchAug 2022 to May 2023
- Sessions Payroll Management Inc.Sep 2021 to Oct 2021
- Central City OperaJun 2021 to Aug 2021
- University of MarylandAug 2020 to Jun 2022
- University of Maryland-school of MusicAug 2020 to Jun 2022
- Joelle's French BistroJun 2020 to Aug 2020
- UnemployedMar 2020 to Mar 2020
- Parc RestaurantNov 2019 to Mar 2020
- Oberlin College Biology DepartmentJan 2019 to May 2019
- Oberlin ConservatoryJan 2019 to May 2019
- First United Methodist ChurchSep 2017 to Apr 2019
- Oberlin College Dining ServicesAug 2016 to Nov 2016
- Self-employed/independent ContractorSep 2014 to May 2023
- Oberlin College and Conservatory StudentAug 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7752462
- Firm CRD
- 6627