Matthew KohCRD 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.
Awm Capital, LLC
Aqua Capital Advisors
Bluepoint Wealth Advisors
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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