Matthew Joy, financial advisor Orlando FL
93 score

Matthew Joy

CRD Number: 5564171
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Joy (CRD# 5564171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Lake Mary, FL Dec 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Oct 2011 - Current 5
Chase Investment Services Cocoa, FL Nov 2010 - Sep 2011 < 1
Prudential Insurance Company Of America Orlando, FL Nov 2008 - Nov 2010 2
Pruco Securities LLC Orlando, FL Nov 2008 - Nov 2010 2
Ameriprise Financial Services Orlando, FL Jul 2008 - Nov 2008 < 1
Trent Realty Orlando, FL Apr 2008 - Oct 2008 < 1
Elite Home Equity Orlando, FL Dec 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Matthew A. Joy
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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