Matthew Crowder, financial advisor Kingsport TN
89 score

Matthew Crowder

CRD Number: 6292267
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Crowder (CRD# 6292267) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Kingsport, TN Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Kingsport, TN Jan 2014 - Current 2
Publix Supermarkets Lakeland, FL May 2013 - Jan 2014 < 1
Cornell University Ithaca, NY Aug 2009 - May 2013 3
Central High School Kingsport, TN Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Matthew J. Crowder
Phone Number: 800-637-7455
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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