Matthew Delgado, financial advisor Yardley PA

Matthew Delgado

CRD Number: 7070907
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Delgado (CRD# 7070907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 4 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America, N.a. Pennington, NJ Jan 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Feb 2019 - Current 5
All Seasons Aesthetics Lawrence, NJ May 2018 - Jan 2019 < 1
Stockton University Galloway, NJ Jan 2015 - May 2018 3
Mercer County Community College West Windsor, NJ Sep 2011 - Dec 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Matthew Delgado
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, WY

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