Matthew SchroederCRD Number: 6340273
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Schroeder (CRD# 6340273) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Swansea, IL and has over 2 years of experience in the finance industry.
Visionary Wealth Advisors, LLC
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Bank Of America, N.a.||Swansea, IL||Dec 2014 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Swansea, IL||May 2014 - Current||2|
|Unemployed||Mascoutah, IL||Mar 2014 - May 2014||< 1|
|University Of Birmingham||Birmingham,||Oct 2012 - May 2014||1|
|Chungbuk National University||Cheongju,||Mar 2012 - Mar 2014||2|
|Solan Elementary School||Bucheon,||Sep 2011 - Mar 2012||< 1|
|Kyenam Middle School||Bucheon,||Oct 2010 - Sep 2011||< 1|
|Naedong Middle School||Bucheon,||Sep 2008 - Oct 2010||2|
|Unemployed||Mascoutah, IL||Jun 2008 - Sep 2008||< 1|
|Mascoutah School District||Mascoutah, IL||Aug 2006 - Jun 2008||1|
|St. Louis Blues Hockey Club||St. Louis, MO||Feb 2007 - Apr 2008||1|
|Unemployed||Mascoutah, IL||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
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
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