Matthew Sherman, financial advisor Wellesley Hills MA
90 score

Matthew Sherman

CRD Number: 5926474
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Sherman (CRD# 5926474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Wellesley Hills, MA Feb 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills, MA Jan 2014 - Current 2
Lpl Financial Woburn, MA May 2011 - Nov 2013 2
Bentley University Longmeadow, MA Jun 2008 - May 2012 3
Margaritas Waltham, MA May 2011 - Jan 2012 < 1
Mns Decks Longmeadow, MA May 2009 - Apr 2011 1
Twin Hills Country Club Longmeadow, MA May 2005 - Apr 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Matthew N. Sherman
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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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