Matthew Koh, financial advisor Los Angeles CA

Matthew Koh

CRD Number: 6935909
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Koh (CRD# 6935909) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA 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. Los Angeles, CA Sep 2021 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Jul 2019 - Current 3
Univeristy Of Chicago Chicago, IL Sep 2015 - Jun 2019 3
Ubs Financial Services Los Angeles, CA Jun 2018 - Aug 2018 < 1
Innerspin Capital Los Angeles, CA Jul 2017 - Aug 2017 < 1
Consequent Capital Management Atlanta, GA Jun 2017 - Jul 2017 < 1
Bank Of Hope Los Angeles, CA Jun 2016 - Aug 2016 < 1
Loyola High School Los Angeles, CA Sep 2011 - Sep 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Matthew Koh
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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