Matthew Delva, financial advisor New York NY

Matthew Delva

CRD Number: 7357803
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Delva (CRD# 7357803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Mar 2021 - Current 1
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
North Cumberland Middle School Cumberland, RI Sep 2011 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Matthew A. Delva
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • 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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