Matthew English, financial advisor Athens GA
89 score

Matthew English

CRD Number: 6195180
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew English (CRD# 6195180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Jul 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL May 2013 - Current 3
Amanda Pfahl State Farm Insurance Hinckley, OH Aug 2009 - Apr 2013 3
Paul Lavelle State Farm Insurance Athens, GA Jan 2008 - Jul 2009 1
The Ups Store 3862 Athens, GA May 2006 - Dec 2008 2
Piedmont College Demorest, GA Jan 2007 - May 2008 1
University Of Georgia Athens, GA Aug 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Matthew J. English
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
  • GA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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