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Evan David Matlin

MTS Securities, LLC

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About Evan David Matlin

Evan Matlin is a financial professional with over 15 years of experience in the industry. Evan is currently registered with MTS Securities, LLC and is licensed to provide securities-related services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Evan has held previous positions at Barclays Capital Inc., Deutsche Bank Securities Inc., and Lazard Frères & Co. LLC. Evan holds the Series 7, Series 63, Series 79TO and SIE licenses.

Firm Information

Evan Matlin is currently registered with MTS Securities, LLC. MTS Securities, LLC is a Limited Liability Company formed on August 10, 2001. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Evan Matlin’s Registration & Firm History

NY

06/18/2024 - Present

MTS Securities, LLC (NEW YORK NY)

NY

05/26/2016 - 06/26/2024

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

08/16/2013 - 05/26/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

08/26/2008 - 08/13/2013

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan David Matlin.
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