Claim Profile
MB

Matthew Jason Blank

BLANK EQUITY MANAGEMENT LLC·PORT WASHINGTON, New York
Unclaimed Profile
14 VANDERVENTER AVE, PORT WASHINGTON, NY 11050CRD# 2689469Firm CRD# 153570
01

About

Matthew Jason Blank is a registered financial advisor based in PORT WASHINGTON, New York, affiliated with BLANK EQUITY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLANK EQUITY MANAGEMENT LLC
BLANK EQUITY MANAGEMENT LLC
AUM
$103M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2689469
Firm CRD# 153570
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT WASHINGTON?

Browse all registered financial advisors in PORT WASHINGTON, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew Jason Blank offer?
Matthew Jason Blank specializes in Financial Planning, Investment Management. Contact their office in PORT WASHINGTON, New York for a consultation.
What are Matthew Jason Blank's credentials?
Matthew Jason Blank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Jason Blank located?
Matthew Jason Blank is based in PORT WASHINGTON, New York, working with BLANK EQUITY MANAGEMENT LLC. Their office serves clients in the PORT WASHINGTON metropolitan area and surrounding communities.
How does Matthew Jason Blank charge for services?
Matthew Jason Blank's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLANK EQUITY MANAGEMENT LLC?
BLANK EQUITY MANAGEMENT LLC has approximately 2 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty