Matthew Eherts (CRD# 7065791) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glendale, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale, AZ | Nov 2016 - Current | 7 |
| Bank Of America, N.a. | Scottsdale, AZ | Nov 2016 - Current | 7 |
| Social Tap | Scottsdale, AZ | Mar 2018 - Apr 2018 | < 1 |
| Lovesac | Scottsdale, AZ | Oct 2015 - Oct 2016 | 1 |
| Lovesac | Las Vegas, NV | Jun 2014 - Oct 2015 | 1 |
| Lovesac | Newark, DE | Aug 2013 - Jun 2014 | < 1 |
| University Of Delaware | Newark, DE | Sep 2011 - Jun 2014 | 2 |
| University Of Delaware | Newark, DE | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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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
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