Matthew SmolkoCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|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|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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