Matthew HesseCRD Number: 7439675
Current Firm: Equitable Advisors, LLC
Matthew Hesse (CRD# 7439675) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Cadaret Grant & Co Inc.
Lpl Financial LLC
Rbc Capital Markets, LLC
|Equitable Advisors, LLC||New York, NY||Sep 2021 - Current||< 1|
|Unemployed||Auburn, NY||May 2021 - Sep 2021||< 1|
|Siena College||Loudonville, NY||Sep 2017 - May 2021||3|
|Siena Food Services||Loudonville, NY||Jan 2020 - Mar 2020||< 1|
|Nike||Waterloo, NY||May 2019 - Aug 2019||< 1|
|Unemployed||Auburn, NY||Jul 2017 - Aug 2017||< 1|
|Auburn High School||Auburn, NY||Sep 2013 - Jun 2017||3|
|Unemployed||Auburn, NY||Jul 2013 - Aug 2013||< 1|
|East Middle School||Auburn, NY||Sep 2010 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- 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
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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