Matthew DelvaCRD 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|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|
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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