Matthew Klotz (CRD# 6631664) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 7 years of experience in the finance industry.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Apr 2017 - Current | 7 |
| Axa Advisors, LLC | New York, NY | Apr 2017 - Jun 2020 | 3 |
| Drexel University | Philadelphia, PA | Aug 2012 - Mar 2017 | 4 |
| Delaware Investments | Philadelphia, PA | Mar 2016 - Dec 2016 | < 1 |
| The Pfm Group | Philadelphia, PA | Mar 2015 - Sep 2015 | < 1 |
| Peco Energy | Philadelphia, PA | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- NJ
- PA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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