Matthew Blake (CRD# 7181504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 4 years of experience in the finance industry.
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1283578
Split Rock Private Trading And Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Duluth, MN | Oct 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth, MN | Sep 2019 - Current | 4 |
| Unemployed | Superior, WI | Aug 2019 - Sep 2019 | < 1 |
| Mjh Associates | Duluth, MN | Feb 2019 - Aug 2019 | < 1 |
| Ubm | Duluth, MN | Aug 2015 - Feb 2019 | 3 |
| Tradehome Shoes | Yankton, SD | Nov 2014 - Jul 2015 | < 1 |
| Tradehome Shoes | Fargo, ND | Jun 2014 - Nov 2014 | < 1 |
| Tradehome Shoes | Duluth, MN | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MN
- TX
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Total Assets Under Management1,271,594MILLIONS
-
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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