Matthew Blank (CRD# 2689469) is an Investment Advisor Representative working at Blank Equity Management LLC in Port Washington, NY and has over 21 years of experience in the finance industry. Matthew Blank has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lowell Road Asset Management, Inc. | Port Washington, NY | Sep 2020 - Current | 3 |
| Blank Equity Management LLC | Port Washington, NY | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- NY
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts335ACCOUNTS
-
Average Account Value$308,087
- 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
NJ, NY
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