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Matthew Ryan Disimone

Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered 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.

  1. Equitable Advisors, LLCJan 2026 to now
  2. Rooney's Oceanfront RestaurantAug 2025 to Dec 2025
  3. Dynasty Advisors LLCJun 2024 to Aug 2024
  4. Rooney's Oceanfront RestaurantJun 2024 to Aug 2024
  5. Rooney's Oceanfront RestaurantJun 2023 to Aug 2023
  6. Rosalita's Roadside CantinaDec 2022 to Jan 2023
  7. Rosalita's Roadside CantinaJun 2022 to Aug 2022
  8. University of DelawareSep 2021 to May 2025
  9. Rosalita's Roadside CantinaAug 2020 to Aug 2021
  10. Marlboro High SchoolSep 2017 to Aug 2021
  11. Marlboro Memorial Middle SchoolSep 2014 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7946705
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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