Matthew Patrick

Financial advisor at Equitable Advisors, LLC · Atlanta, GA

Last updated 2026-10-10

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Matthew Patrick is a financial advisor at Equitable Advisors, LLC in Atlanta, GA, CRD 8228328. Licenses and exams on the registration: Series 66. IAPD registration began 2026-09-21.

Registration

CRD number
8228328
Registration status
Active
IAPD registration
2026-09-21
Industry Experience
0 years
Work Experience
11 years
States registered
GA

Licenses and exams

  • Series 66

Work history

  • 2026-08 to 2026-09 · Unemployed · Atlanta, GA
  • 2026-02 to 2026-08 · Nylife Securities LLC · New York, NY
  • 2025-09 to 2026-03 · Rooster Logistics LLC · Buford, GA
  • 2023-05 to 2025-08 · Lutheridge Camp and Conference Center · Arden, NC
  • 2022-06 to 2023-05 · Domino's · Snellville, GA
  • 2015-08 to 2018-05 · Snellville Middle School · Snellville, GA
  • 2022-08 to 2026-05 · Georgia Gwinnett College · Lawrenceville, GA
  • 2018-08 to 2022-05 · Gwinnett School of Mathematics, Science, and Technology · Lawrenceville, GA
  • 2026-09 to Present · Equitable Advisors, LLC · New York, NY

Current employment

SEC IAPD record for Matthew Patrick

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Matthew Patrick is a financial advisor at Equitable Advisors, LLC in Atlanta, GA. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

780 Johnson Ferry Road, Atlanta, GA 30342

21 advisors at this office.

Equitable Advisors office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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