Matthew Derrico-PassCRD Number: 5551706
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Derrico-Pass (CRD# 5551706) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 8 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Bank Of America, N.a||Valencia, CA||Mar 2012 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Valencia, CA||Feb 2012 - Current||5|
|Bank Of America||Woodland Hills, CA||Nov 2010 - Feb 2012||1|
|La Mission College||Sylmar, CA||Jul 2010 - Sep 2011||1|
|Wells Fargo Investments, LLC||Northridge, CA||Jun 2008 - Jun 2010||2|
|Wells Fargo Bank||Northridge, CA||Sep 2007 - Jun 2010||2|
|Dpss In Home Care||Van Nuys, CA||Jul 2002 - Mar 2009||6|
|Wells Fargo Bank||Van Nuys, CA||May 2007 - Sep 2007||< 1|
|La Mission College||Sylmar, CA||Aug 2006 - May 2007||< 1|
|Wells Fargo Bank||Van Nuys, CA||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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