Matthew Schirmer, financial advisor Sacramento CA
93 score

Matthew Schirmer

CRD Number: 5573586
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Schirmer (CRD# 5573586) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Marshall Goins, financial advisor Sacramento CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Score
104
Similar Advisors
Walter McCurdy, financial advisor Sacramento CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Score
93
Similar Advisors
Peter Ashby, financial advisor Sacramento CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
Company Name Location Dates Years
Bank Of America, N.a. Roseville, CA Apr 2013 - Current 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Roseville, CA Mar 2013 - Current 3
Unemployed Sacramento, CA Jan 2013 - Feb 2013 < 1
Northwestern Mutual Financial Network San Francisco, CA Oct 2011 - Dec 2012 1
Unemployed Sacramento, CA May 2011 - Sep 2011 < 1
Jp Morgan Securities San Francisco, CA Oct 2009 - Apr 2011 1
Unemployed Sacramento, CA May 2009 - Sep 2009 < 1
Ubs Financial Services, Inc. Sacramento, CA Jul 2008 - Apr 2009 < 1
Nordstrom Roseville, CA Oct 2007 - Jul 2008 < 1
Capital Network Leasing Company Scottsdale, AZ Jul 2007 - Sep 2007 < 1
California Polytechnical State University San Luis Obispo, CA Sep 2005 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Matthew Schirmer
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • 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

Ready to hire a financial advisor? Get competitive proposals from Matthew Schirmer and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.