UBS Financial Services
47yrs
Top 1% by experience in Atlanta
New
Matthew Patrick
Financial advisor at Equitable Advisors
Matthew Patrick is a fiduciary financial advisor in Atlanta, Georgia, registered since Jul 2026. Matthew has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office780 Johnson Ferry Road Suite 600, Atlanta, GA 30342
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Matthew
Local office(404) 760-2424Ask for Matthew. (212) 314-4600Main office · New York, NY 780 Johnson Ferry Road Suite 600Atlanta, GA 30342Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Matthew’s local office at (404) 760-2424 or the Equitable Advisors main office at (212) 314-4600, and ask for Matthew Patrick.
How long has Matthew been a financial advisor?
Matthew is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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