Matthew B. Blocki

EWA

PITTSBURGH, PA 15220

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CRD#: 5673060

Professional summary

Matthew Bishop Blocki, CFP®, ChFC® is a registered financial advisor currently at EWA, LLC located in Pittsburgh, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.

1. Name: Wealth Advisor Training, Investment Related, Same Address, Nature: Training, Position/Title/Relationship: Owner, Start Date: 06/2022, Approximate Hours: 1 per week during trading hours. 2. Name: Insurance Sales & Service, Not Investment Related, Same Address, Nature: SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS, Position/Title/Relationship: Agent, Start Date: 05/2020, Approximate Hours: 3 hours per week during trading hours. 3. Name: EWA Insurance, LLC, Not investment related, Same Address, Nature: SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS, Position/Title/Relationship: Owner, Start Date: 05/2024, Approximate Hours: 3 hours per week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Bishop Blocki'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: 2014

ChFC^®

Chartered Financial Consultant

Experience

Current

June 1, 2020 - Present

EWA, LLC

Office #1: 381 Mansfield Ave Suite 200 A & B, Pittsburgh, PA 15220

RIA

CRD#: 308977

PITTSBURGH, PA

Past

October 17, 2011 - June 2, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Pittsburgh, PA

Past

August 23, 2011 - June 2, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Pittsburgh, PA

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".

EWA, LLC

EQUILIBRIUM WEALTH ADVISORS | EWA, LLC | EWA

CRD#: 308977 / SEC#: 801-118806

RIA

Registered Investment Advisory firm - (5/28/2020 Approved)

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 Hampshire
(12/9/2020)

IAR

Pennsylvania
(6/1/2020)

IAR

Texas
(12/2/2020)

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: 10/15/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2011

General Securities Representative Examination

Current Firm

EWA, LLC

EQUILIBRIUM WEALTH ADVISORS | EWA, LLC | EWA

CRD#: 308977 / SEC#: 801-118806

RIA

Registered Investment Advisory firm - (5/28/2020 Approved)

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Contact information

Main Address

381 Mansfield Ave Suite 200 A & B, Pittsburgh, PA 15220

Mailing Address

Phone number

(412) 288-2363

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE BROCHURE WITH APPENDIX 1 (WRAP FEE PROGRAM) (10/1/2025)

Regulatory assets under management

Total Number of Accounts	2,420
AUM (Assets Under Management)	$ 664,000,000

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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Matthew B. Blocki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Bishop Blocki's CRS (Customer Relationship Summary).

Certified licenses

Experience

EWA, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

EWA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2011

Current Firm

EWA, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EWA, LLC

TRUST BUT VERIFY

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