Brian Matz
Advisor at Equitable Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equitable Advisors
Location
Los Angeles, CA
Credentials
Series 63, Series 65
Industry experience
30 years
About
Brian Matz is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Wedbush Securities, and Golden State Wealth Management. Outside of his advisory role, he owns Matz Wealth Management, Inc. and serves as a trustee for a personal trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.
Client services
Based on Equitable Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Equitable Advisors
Equity compensation tax strategy
Business exit / sale strategy
Fee options
Flat fees are charged for some financial planning services, including seminars and corporate planning, but specific amounts are not detailed
$0 - $10,000: Not explicitly stated in provided text $10,000 - $2,000,000: Varies by TAMP and program, specific tiers not detailed in excerpt $50,000+: Specific to Signature Investment Advisors’ program
Commission received when clients purchase investments or insurance products through the broker-dealer or insurance agent affiliates
Hourly charges reported in SEC Form ADV Part 1 but specific rates not provided in brochure excerpt
Account minimum: Varies by program, generally ranging from $10,000 to $2 million for TAMP programs; $50,000 minimum for Signature Investment Advisors, LLC program; some programs have no stated minimum Fee-only: Fee-based financial planning programs and asset management services with fees based on assets under management or negotiated fees for planning
Location
Los Angeles, CA
Most active in
Brian M has reported serving >5 clients in these states in the last 12 months.
California
Work history
Equitable Advisors
2023 - Present (3 years)
LPL Financial, LLC
2020 - 2023 (3 years)
Golden State Wealth Management, LLC
2020 - 2022 (2 years)
Wedbush Securities Inc.
2016 - 2020 (4 years)
Cooper Mcmanus
2015 - 2016 (1 year)
Securities America Inc
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
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Mark G
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Los Angeles, CA
Haleakala Investment Advisors
Joseph L
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Santa Monica, CA
Joseph C. Longo, Attorney At Law
George G
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Santa Monica, CA
Guttman Financial Planning
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