Matthew Blank
Blank Equity Management · Port Washington, New York
Matthew Blank is a fee-only financial advisor at Blank Equity Management in Port Washington, New York, who holds the CFP credential. Blank Equity Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blank Equity Management |
|---|---|
| Based in | Port Washington, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $143.0M across 361 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2689469 |
| Exams passed | Series 63 (2003) · Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.blankequity.com |
| Profile |
How Matthew's firm compares
- Blank Equity Management's average account is about $396,000, from its Form ADV (assets managed divided by 361 accounts).
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Questions about Matthew
Is Matthew Blank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Blank Equity Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Blank Equity Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Blank based?
Matthew Blank is based in Port Washington, New York.
What credentials does Matthew Blank hold?
Matthew Blank holds the CFP credential.
Is Matthew Blank registered with the SEC?
Yes. Matthew Blank is registered as an investment adviser representative in NY (CRD 2689469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blank Equity Management manage?
Blank Equity Management reports $143.0M across 361 accounts in assets under management.
How do I contact Matthew Blank?
Through Matthew's website, www.blankequity.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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