Matthew BennettCRD Number: 7118825
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Bennett (CRD# 7118825) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Feb 2021 - Current||1|
|Jpmorgan Securities, LLC||Palm Beach Gardens, FL||May 2019 - Feb 2021||1|
|Jpmorgan Chase Bank, N.a.||Palm Beach Gardens, FL||Apr 2019 - Feb 2021||1|
|Unemployed||Palm Beach Gardens, FL||Dec 2018 - Mar 2019||< 1|
|Regions Bank||Birmingham, AL||Sep 2015 - Nov 2018||3|
|Unemployed||Birmingham, AL||May 2015 - Sep 2015||< 1|
|Auburn University||Auburn, AL||Aug 2011 - May 2015||3|
|Synergy Financial Partners||Auburn, AL||Oct 2014 - Mar 2015||< 1|
|Luxottica Group||Birmingham, AL||Jul 2014 - Oct 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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