Hayley Morgan Mattoon
Investment adviser representative at Equitable Advisors, LLC
13 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
13 years in the industry.
- Equitable Advisors, LLCJul 2026 to now
- UnemployedNov 2024 to Jul 2026
- Weston Dean Custom HomesJun 2024 to Nov 2024
- UnemployedMar 2024 to May 2024
- D&j Roofing Inc.Jan 2023 to Feb 2024
- Helmsman Ale HouseSep 2022 to Nov 2022
- Vcc USA Inc.May 2022 to Sep 2022
- Willhoit ConstructionAug 2021 to Apr 2022
- Oc Pup ScoutsMay 2020 to Jul 2021
- Waterpointe Custom Home BuildersSep 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8193608
- Firm CRD
- 6627