Matthew James Sandstrom
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, LLCApr 2026 to now
- Equitable Adivors, LLCApr 2026 to now
- U Pick 6 Tap HouseOct 2023 to May 2026
- Industrial Sales and Mfg. IncMay 2023 to May 2026
- Gannon UniversityAug 2022 to May 2025
- University of PittsburghAug 2020 to Dec 2021
- Dairy QueenMar 2020 to Mar 2023
- Our Lady of Peach ParishMay 2018 to Mar 2020
- Mercyhurst Prep SchoolJan 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8231695
- Firm CRD
- 6627