Matthew Crawford
CRD Number: 6183164Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Crawford (CRD# 6183164) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 10 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Bellingham, WA | Mar 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith | Bellingham, WA | Nov 2020 - Current | 3 |
| Td Ameritrade | Bellingham, WA | Feb 2019 - Nov 2020 | 1 |
| Unemployment Wa | Ferndale, WA | Nov 2018 - Feb 2019 | < 1 |
| Fire Mountain Solar | Mount Vernon, WA | Sep 2017 - Nov 2018 | 1 |
| Charles Yousling | Bellingham, WA | Mar 2017 - Sep 2017 | < 1 |
| Various Insurance Carriers For W & R Insurance Agencies | Blaine, WA | Oct 2015 - Sep 2017 | 1 |
| Waddell & Reed, Inc. | Bellingham, WA | Oct 2015 - Sep 2017 | 1 |
| Cetera Advisors LLC | Denver, CO | Jun 2013 - Oct 2015 | 2 |
| Northwest Capital Management | Lynden, WA | Jun 2013 - Oct 2015 | 2 |
| Discovery Park | Bellingham, WA | Jul 2014 - Aug 2015 | 1 |
| Brooks | Bellingham, WA | Mar 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- TX
- WA
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Total Assets Under Management1,271,594MILLIONS
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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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