Matthew Delva (CRD# 7357803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lincoln, RI | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Mar 2021 - Current | 3 |
| Unemployed | Cumberland, RI | Nov 2020 - Feb 2021 | < 1 |
| Narragansett Council | East Providence, RI | Jul 2014 - Oct 2020 | 6 |
| Amazon | Milford, MA | Apr 2020 - May 2020 | < 1 |
| University Of Rhode Island | Kingston, RI | Dec 2017 - May 2020 | 2 |
| University Of Rhode Island | Kingston, RI | Sep 2016 - May 2020 | 3 |
| Reef Breeder LLC | Wakefield, RI | Dec 2018 - Jan 2019 | < 1 |
| Cumberland High School | Cumberland, RI | Sep 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- RI
- 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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