Matthew J. Blank

BLANK EQUITY MANAGEMENT LLC

Port Washington, NY 11050

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CRD#: 2689469

Professional summary

Matthew Jason Blank, CFP® is a registered financial advisor currently at BLANK EQUITY MANAGEMENT LLC located in Port Washington, New York and LOWELL ROAD ASSET MANAGEMENT, INC. located in Port Washington, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Matthew has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BLANK EQUITY MANAGEMENT; INVESTMENT RELATED; PORT WASHINGTON, NY; REGISTERED INVESTMENT ADVISOR; OWNER/INVESTMENT ADVISORREPRESENTATIVE; START DATE 11/2010; APPROX 120 HRS/MONTH, 120 HRS DURING SECURITIES TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jason Blank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

June 8, 2021 - Present

BLANK EQUITY MANAGEMENT LLC

Office #1: 14 Vanderventer Ave Suite 200, Port Washington, NY 11050

RIA

CRD#: 153570

Port Washington, NY

Current

July 15, 2021 - Present

LOWELL ROAD ASSET MANAGEMENT, INC.

RIA

CRD#: 164370

PORT WASHINGTON, NY

Past

August 23, 2005 - December 31, 2011

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

November 4, 2004 - December 31, 2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

GREAT NECK, NY

Past

August 1, 2003 - November 9, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

December 19, 2002 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

April 1, 1996 - November 3, 1997

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLANK EQUITY MANAGEMENT LLC

CRD#: 153570 / SEC#: 801-79355

RIA

Registered Investment Advisory firm - (3/19/2014 Approved)

New York

Registered Investment Advisory firm - (4/11/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/9/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/19/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/18/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/28/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLANK EQUITY MANAGEMENT LLC

CRD#: 153570 / SEC#: 801-79355

RIA

Registered Investment Advisory firm - (3/19/2014 Approved)

New York

Registered Investment Advisory firm - (4/11/2014 Terminated)

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Contact information

Main Address

14 Vanderventer Ave Suite 200, Port Washington, NY 11050

Mailing Address

Phone number

(516) 439-5525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (1/23/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 126,702,651

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew J. Blank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jason Blank's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOWELL ROAD ASSET MANAGEMENT, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

BLANK EQUITY MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2005

Series 63

Date: 3/19/2003

Series 7

Date: 12/18/2002

Series 6

Date: 3/28/1996

Current Firm

BLANK EQUITY MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLANK EQUITY MANAGEMENT LLC

TRUST BUT VERIFY

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