Matthew GalvanCRD Number: 7070896
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Galvan (CRD# 7070896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Bank Of America, N.a.||New York, NY||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Feb 2019 - Current||3|
|U.s. Trust, Bank Of America Private Wealth Management||New York, NY||Feb 2017 - Feb 2019||2|
|U.s. Trust, Bank Of America Private Wealth Management||New York, NY||May 2015 - Feb 2017||1|
|U.s. Trust, Bank Of America Private Wealth Management||New York, NY||Jul 2013 - May 2015||1|
|Unemployed||Philadelphia, PA||May 2013 - Jun 2013||< 1|
|Boston College||Chestnut Hill, MA||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
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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