Matthew Gonick, financial advisor Belmont MA

Matthew Gonick

CRD Number: 6809299
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Gonick (CRD# 6809299) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Belmont, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jun 2019 - Current 1
Bank Of America, N.a. Boston, MA Jun 2019 - Current 1
Bentley University Waltham, MA Sep 2015 - May 2019 3
Modell's Sporting Goods Saugus, MA Sep 2014 - Feb 2018 3
Foresters Financial Woburn, MA Jun 2017 - Aug 2017 < 1
Peabody Veterans Memorial High School Peabody, MA Sep 2011 - Jun 2015 3
Willowdale Estate Topsfield, MA Apr 2014 - Apr 2015 1
Unemployed Peabody, MA Jun 2009 - Apr 2014 4
Honey Dew Donuts Peabody, MA Dec 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Matthew H. Gonick
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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