Matthew Iannotti
CRD Number: 7583878Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Iannotti (CRD# 7583878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dorchester, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Methuen, MA | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Methuen, MA | Jul 2023 - Current | < 1 |
| University Of Delaware | Newark, DE | Jul 2019 - May 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence, RI | Jun 2021 - Aug 2021 | < 1 |
| North American Moving Services | Cranston, RI | May 2019 - Aug 2019 | < 1 |
| Town Of Johnston Recreation | Johnston, RI | May 2019 - Aug 2019 | < 1 |
| La Salle Academy | Providence, RI | Jul 2015 - Jun 2019 | 3 |
| Father John V Doyle Middle School | Coventry, RI | Jun 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.