Matthew Gibson (CRD# 6956060) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ann Arbor, MI and has over 4 years of experience in the finance industry.
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4992131
Stifel, Nicolaus & Company, Incorporated
CRD# 4718596
Law Office Of Kevin Adams, Pllc
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a | Ann Arbor, MI | Nov 2019 - Current | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor, MI | Oct 2019 - Current | 5 |
Lumenyst, LLC | Dexter, MI | Jan 2014 - Oct 2019 | 5 |
University Of Michigan | Ann Arbor, MI | Aug 2013 - Oct 2019 | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor, MI | May 2018 - Apr 2019 | < 1 |
Josnoe Medical | Chelsea, MI | Sep 2018 - Mar 2019 | < 1 |
Distinguishme, LLC | Ann Arbor, MI | Aug 2015 - Mar 2018 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MI
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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