Matthew Alatorre
CRD Number: 5944997Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Alatorre (CRD# 5944997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 12 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Cincinnati, OH | Jan 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati, OH | Sep 2017 - Current | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2016 - Sep 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2016 - Sep 2017 | 1 |
| Northwestern Mutual Investment Services LLC | West Chester, OH | Aug 2016 - Sep 2017 | 1 |
| Firth Third Securities | Fairfield, OH | Jul 2015 - Jul 2016 | 1 |
| Fifth Third Bank | Fairfield, OH | Jun 2015 - Jul 2016 | 1 |
| Unemployed | Fairfield, OH | Apr 2015 - May 2015 | < 1 |
| Fidelity Investments | Cincinnati, OH | Jun 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- OH
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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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