Matthew Blank has been Managing Member/Chief Compliance Officer of Blank Equity Management since March 2010, is a control person of the firm and directly owns 75% or more of it.
Blank Equity Management LLC is a Port Washington, NY firm with $143M under management, 170 clients and 2 advisers in one office, as of its January 2026 filing.
Matt Blank is President of Blank Equity Management, based in Port Washington, New York. He manages portfolios for families, individuals, corporate retirement plans and trusts. Before forming Blank Equity Management, he was responsible for investment policy at Blank Financial Group and began his career as a registered representative at NYLIFE Securities.
Matthew Blank’s longest registration was 6 years at American Portfolios Advisors, Inc (2005–2011). Before joining Blank Equity Management in 2021, Matthew Blank was registered through American Portfolios Advisors, Inc.
- Lowell Road Asset Management, Inc.Also current– present · 5 yearsPort Washington, NY · Adviser representative · Firm CRD 164370
- Blank Equity Management LLCCurrent– present · 5 yearsPort Washington, NY · Adviser representative · Firm CRD 153570
- American Portfolios Advisors, Inc– · 6 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
Professional designations
Listed by Blank Equity Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Blank is registered as an investment adviser representative in New York, since June 2021.
- New YorkSince 8 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 August 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 2003 |
| Series 7 | General Securities Representative Examination | 18 December 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 March 1996 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Jason Blank
- CRD
- 2689469
- Firm
- Blank Equity Management · CRD 153570
- Role
- Managing Member/Chief Compliance Officer
- Office
- 14 VANDERVENTER AVE, SUITE 200, Port Washington, NY 11050
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blankequity.com
Where does Matthew Blank work?
Matthew Blank has been Managing Member/Chief Compliance Officer of Blank Equity Management LLC since March 2010, and is a control person of the firm.
Is Matthew Blank a financial advisor?
Yes. Matthew Blank has a current investment-adviser registration in New York, through Blank Equity Management since June 2021.
How many years of experience does Matthew Blank have?
Matthew Blank has 11 years in the financial industry, since January 2015, across 3 adviser firms.
What exams has Matthew Blank passed?
Matthew Blank has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 66. The earliest, the Series 6, was passed in March 1996.
Where did Matthew Blank work before Blank Equity Management?
Before Blank Equity Management, Matthew Blank was registered through American Portfolios Advisors, Inc, August 2005 to December 2011.
Where is Matthew Blank based?
Matthew Blank’s registered office is in Port Washington, NY.
Is Matthew Blank registered with FINRA?
No. Matthew Blank has no current broker registration.
Is Matthew Blank a CFP?
Blank Equity Management lists Matthew Blank with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Blank’s record?
Search CRD 2689469 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Blank’s full registration record.