Unclaimed Profile

Matthew Bishop Blocki

EWA, LLC·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 66CFPClean record14 years registeredEWA, LLC

381 MANSFIELD AVE, PITTSBURGH, PA 15220CRD# 5673060Firm CRD# 308977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Bishop Blocki · PITTSBURGH, PA

Registration

CRD #5673060 · EWA, LLC · 14 years registered

Brand Profile

Not yet started

Career History

EWA, LLC

Jun 2020 – present

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Oct 2011 – Jun 2020

Pittsburgh, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 17, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EWA, LLC

CRD 308977 · SEC 801-118806

AUM

$408M

Regulatory assets under management

Employees

1,949 client accounts

Services offered by EWA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EWA, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Bishop Blocki offer?

Matthew Bishop Blocki specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Matthew Bishop Blocki's credentials?

Matthew Bishop Blocki holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Bishop Blocki located?

Matthew Bishop Blocki is based in PITTSBURGH, Pennsylvania, working with EWA, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Matthew Bishop Blocki charge for services?

Matthew Bishop Blocki's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EWA, LLC?

EWA, LLC has approximately 9 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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