Matthew Dacosta, financial advisor Clifton Park NY

Matthew Dacosta

CRD Number: 7855615
Current Firm: Equitable Advisors, LLC

Matthew Dacosta (CRD# 7855615) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Disclosure Information

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Get Details on the FINRA Advisor Check site
Contact Info for Matthew T. Dacosta
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    29,776
    MILLIONS
  • Total Number of Accounts
    79,686
    ACCOUNTS
  • Average Account Value
    $373,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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