Matthew Zuber, financial advisor Port Orange FL

Matthew Zuber

CRD Number: 5574334
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Zuber (CRD# 5574334) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Orange, FL and has over 15 years of experience in the finance industry.

Similar Advisors
Cindy Abramovic, financial advisor Port Orange FL
Cindy Abramovic
CRD# 728734
Ameriprise Financial Services, LLC
Similar Advisors
Jeremy Adams, financial advisor Port Orange FL
Jeremy H. Adams
CRD# 4822125
J.p. Morgan Securities LLC
Similar Advisors
Scott Adams, financial advisor Port Orange FL
Scott A. Adams
CRD# 2467543
Edward Jones
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Deland, FL Mar 2017 - Current 7
Bank Of America, N.a Deland, FL Mar 2017 - Current 7
Pnc Bank Pittsburgh, PA Feb 2013 - Mar 2017 4
Pnc Investments Pittsburgh, PA Feb 2013 - Mar 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew Zuber
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

Ready to hire a financial advisor? Get competitive proposals from Matthew Zuber and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.