Matthew SegallaCRD Number: 6511350
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Segalla (CRD# 6511350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 4 years of experience in the finance industry.
Awm Capital, LLC
Global Retirement Partners LLC
Wedbush Securities Inc.
|Bank Of America, N.a||Los Angeles, CA||Apr 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Feb 2016 - Current||5|
|University Of Southern California||Los Angeles, CA||Aug 2016 - Dec 2016||< 1|
|University Of Southern California||Los Angeles, CA||Sep 2015 - Dec 2016||1|
|Merrill Lynch||Century City, CA||May 2016 - Aug 2016||< 1|
|University Of Southern California||Los Angeles, CA||Aug 2015 - May 2016||< 1|
|Goldman Sachs||Salt Lake City, UT||Jun 2015 - Aug 2015||< 1|
|University Of Southern California||Los Angeles, CA||Aug 2014 - Jun 2015||< 1|
|Unemployed||Haymarket, VA||May 2014 - Aug 2014||< 1|
|Santa Ana College||Santa Ana, CA||Jan 2013 - Jun 2014||1|
|Santa Barbara City College||Santa Barbara, CA||Aug 2012 - Dec 2012||< 1|
|Unemployed||Haymarket, VA||Apr 2012 - Aug 2012||< 1|
|United States Marine Corps||Camp Pendleton, CA||Jul 2008 - Apr 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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