Matthew Bloom (CRD# 7311042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waban, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Allston, MA | Aug 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allston, MA | Jul 2023 - Current | < 1 |
Unemployed | Somerville, MA | Jun 2023 - Jul 2023 | < 1 |
Bentley University | Waltham, MA | Aug 2022 - Jun 2023 | < 1 |
Bentley University | Waltham, MA | Aug 2019 - May 2023 | 3 |
Bank Of America | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
Ameriprise Financial | Waltham, MA | Sep 2020 - Aug 2021 | < 1 |
Boys And Girls Clubs Of Providence | Providence, RI | Jul 2016 - Aug 2021 | 5 |
Agawam Hunt Country Club | East Providence, RI | May 2020 - Aug 2020 | < 1 |
Barrington High School | Barrington, RI | Sep 2015 - Jun 2019 | 3 |
Barrington Middle School/unemployed | Barrington, RI | Jul 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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