New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Matauro, LLC
Team
Firm-wide stats for Matauro, LLC
About
MATAURO, LLC manages approximately $1.05 billion across roughly 876 client relationships and provides wealth management, financial planning, retirement plan consulting and portfolio management to individuals (including high‑net‑worth clients), trusts, retirement plans and business entities. Services are offered on both discretionary and non‑discretionary bases and include financial planning, retirement plan rollover guidance, selection and oversight of third‑party money managers, and implementation of investment strategies.
The firm’s investment process draws on multiple methods of analysis — including fundamental, macroeconomic, technical and ESG screening — and spans traditional and alternative asset classes such as equities, fixed income, ETFs, direct indexing, digital assets, private funds, REITs and structured products. MATAURO uses a mix of in‑house portfolio management and third‑party managers accessed via a TAMP, and leverages technology to monitor, rebalance and implement strategies, including an order management system to administer held‑away employer accounts.
Compared with many peer teams, MATAURO discloses several operational arrangements that materially affect how it delivers services: it manages “held‑away” 401(k)s, HSAs, 403(b)s and similar accounts using Pontera (disclosing a 0.25% payment to Pontera), and participates in Dynasty Financial Partners’ network and TAMP for access to third‑party managers and operational support while noting the firm absorbs many program fees for most accounts. The firm also recently revised its advisory fee schedule but froze existing households’ blended rates (with a transition period for smaller households), added Charles Schwab as an additional custodian option, and maintains capabilities to advise on or implement fee‑based insurance solutions (including VULI/PPLI), digital assets and private placements.
Based on Matauro, LLC
Expertise
Based on Matauro, LLC
Location
1325 Avenue of the Americas
New York NY 10019
Advisors at this office
4
Advisors at this office
Adriano P
CFP®, Series 63, Series 65
New York, NY
Matauro, LLC
Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.
Eliran A
Series 66
New York, NY
Matauro, LLC
Eliran Abekassis is a financial advisor at Matauro, LLC with 18 years of industry experience. He holds a Series 66 credential and has worked previously at Equitable Advisors and AXA Advisors. He is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages over $1 billion for individuals, trusts, retirement plans, and business entities, offering wealth management, financial planning, and portfolio management through a multifaceted investment approach that includes traditional and alternative asset classes. The firm utilizes both in-house and third-party managers and leverages technology to monitor and implement client strategies across a range of account types.
Steven V
Series 66
New York, NY
Matauro, LLC
Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.
Benjamin M
CFP®, Series 63, Series 65
New York, NY
Matauro, LLC
Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)