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Matthew Jason Blank

BLANK EQUITY MANAGEMENT LLC·PORT WASHINGTON, New York
Series 6, Series 7, Series 63, Series 66Clean record20 years registeredBLANK EQUITY MANAGEMENT LLC
14 VANDERVENTER AVE, PORT WASHINGTON, NY 11050CRD# 2689469Firm CRD# 153570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Jason Blank · PORT WASHINGTON, NY
Registration
CRD #2689469 · BLANK EQUITY MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

LOWELL ROAD ASSET MANAGEMENT, INC.
Jul 2021 – present
BLANK EQUITY MANAGEMENT LLC
Jun 2021 – present
AMERICAN PORTFOLIOS ADVISORS, INC
Aug 2005 – Dec 2011
HOLBROOK, NY
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · August 23, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLANK EQUITY MANAGEMENT LLC
CRD 153570 · SEC 801-79355
AUM
$103M
Regulatory assets under management
Employees
2
335 client accounts
Services offered by BLANK EQUITY MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLANK EQUITY MANAGEMENT LLC →
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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.
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