Matthew JoyCRD 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 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Lake Mary, FL||Dec 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Oct 2011 - Current||6|
|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|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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