Matthew Guezze (CRD# 6812891) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Mar 2024 - Current | < 1 |
Steven Scafidi | Woodbridge, NJ | Nov 2022 - Mar 2024 | 1 |
Equitable Advisors, LLC | New York, NY | Mar 2022 - Nov 2022 | < 1 |
Unemployed | Staten Island, NY | Apr 2021 - Mar 2022 | < 1 |
Idgt Partners | Staten Island, NY | Oct 2020 - Apr 2021 | < 1 |
Unemployed | Staten Island, NY | May 2020 - Oct 2020 | < 1 |
West Virginia University | Morgantown, VA | Sep 2015 - May 2020 | 4 |
Springville Partners, LLC | Staten Island, NY | Nov 2019 - Apr 2020 | < 1 |
Samson Funding | New York, NY | Sep 2019 - Nov 2019 | < 1 |
United Limited Activities | Staten Island, NY | Jun 2016 - Sep 2018 | 2 |
National Securities Corporation | Staten Island, NY | Jun 2017 - Aug 2017 | < 1 |
Roc Funding | Staten Island, NY | May 2015 - Jun 2016 | 1 |
St. Joseph By The Sean | Staten Island, NY | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NJ
-
Total Assets Under Management29,776MILLIONS
-
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
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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