Owen Matthew Lawn
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCSep 2024 to now
- Valdosta State UniversityAug 2023 to now
- The Philadelphia Trust CompanyJun 2022 to Aug 2023
- Roanoke CollegeAug 2021 to May 2023
- Pennsylvania Stoneworks, LLCMay 2021 to Aug 2021
- Pepper MillFeb 2021 to May 2021
- Riggtown OvenAug 2020 to Dec 2020
- West Chester UniversityAug 2019 to May 2021
- La Salle College High SchoolMay 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7981204
- Firm CRD
- 6627