Matthew Burkhalter
CRD Number: 6836920Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Burkhalter (CRD# 6836920) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 6 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Sarasota, FL | Jul 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Mar 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Oct 2017 - Feb 2018 | < 1 |
| Iheart Media Honolulu | Honolulu, HI | Jun 2015 - Oct 2017 | 2 |
| Lanikai Bath And Body | Kailua, HI | Apr 2015 - May 2017 | 2 |
| Unemployed | Kailua, HI | May 2014 - Apr 2015 | < 1 |
| Colorado State University | Fort Collins, CO | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- FL
- TX
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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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