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Mateo Enferri

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.

  1. Equitable Advisors, LLCApr 2026 to now
  2. CunyJan 2025 to Jul 2026
  3. Williamsburg Soccer ClubJan 2025 to Jun 2025
  4. New Events Marketing FirmJun 2024 to Aug 2024
  5. Van LeeuwenMay 2024 to Jun 2024
  6. Suny Old WestburyAug 2023 to Dec 2024
  7. Beansprouts Day CampJun 2023 to Aug 2023
  8. UnemployedSep 2022 to May 2023
  9. Kim's KidsJun 2022 to Aug 2022
  10. UnemployedMay 2016 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8274608
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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