Matthew Smolko, financial advisor Burlington MA

Matthew Smolko

CRD Number: 6541093
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Smolko (CRD# 6541093) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Burlington, MA Dec 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington, MA Dec 2018 - Current 2
Santander Securities, LLC Dorchester, MA Sep 2015 - Dec 2018 3
Santander Bank N.a Boston, MA Dec 2013 - Dec 2018 5
Record Town, Inc. Salem, NH Jul 2013 - Dec 2013 < 1
Legacy Marketing Of Boston Waltham, MA Nov 2012 - Aug 2013 < 1
Regis College Weston, MA Aug 2009 - May 2013 3
Record Town, Inc. Salem, NH Nov 2006 - Jan 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Matthew Smolko
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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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