Matthew Delgado
CRD Number: 7070907Current 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.
CRD# 1272342
Lpl Financial LLC
CRD# 1261791
Janney Montgomery Scott LLC
CRD# 1307441
Cetera Investment Advisers LLC
| 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 |
- NJ
- PA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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