Matthew Serbos
Investment adviser representative at Equitable Advisors, LLC
11 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
11 years in the industry.
- Equitable Advisors, LLCApr 2026 to now
- UnemployedJan 2026 to Apr 2026
- DatascoreNov 2023 to Aug 2025
- Serbos Marketing Partners, LLCOct 2023 to Dec 2025
- Total Quality LogisticsSep 2023 to Oct 2023
- UnemployedJun 2023 to Aug 2023
- Landfall DataOct 2021 to May 2023
- Today's BusinessJan 2021 to Sep 2021
- UnemployedDec 2019 to Jan 2021
- Today's BusinessJun 2019 to Aug 2019
- University of DelawareAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8231537
- Firm CRD
- 6627