Matthew SchlichtCRD Number: 5353614
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Schlicht (CRD# 5353614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 7 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsford, NY||May 2012 - Current||5|
|Wallstreet Financial Group||Fairport, NY||Jul 2011 - May 2012||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsford, NY||Jun 2007 - Jul 2011||4|
|Vincenzo's Pizzeria||Lakeville, NY||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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