Matthew Van Meeteren, financial advisor San Diego CA
90 score

Matthew Van Meeteren

CRD Number: 5979640
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Van Meeteren (CRD# 5979640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. San Diego, CA Sep 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA May 2012 - Current 4
Grand Valley State University Grand Rapids, MI Apr 2012 - May 2012 < 1
Blackford Capital Grand Rapids, MI Feb 2012 - Apr 2012 < 1
Grand Valley State University Grand Rapids, MI Dec 2011 - Feb 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Aug 2011 - Dec 2011 < 1
Grand Valley State University Grand Rapids / Allendale, MI Sep 2009 - Aug 2011 1
Wuskowhan Players Club South Olive, MI Apr 2009 - Sep 2009 < 1
Grand Rapids Community College Grand Rapids, MI Aug 2008 - Apr 2009 < 1
Quality Car Wash Holland, MI May 2008 - Aug 2008 < 1
Holland Christian Middle/high School Holland, MI Jan 2002 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Matthew R. Van Meeteren
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • MI
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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