Matthew McBrideCRD Number: 7349509
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew McBride (CRD# 7349509) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Orange, NJ and has 1 year of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Bank Of America, N.a.||Springfield, NJ||Mar 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Springfield, NJ||Oct 2021 - Current||< 1|
|Centercourt Tennis Academy||Chatham, NJ||Jun 2021 - Current||< 1|
|Nylife Securities LLC||New York, NY||Jun 2021 - Oct 2021||< 1|
|New York Life Insurance Company||New York, NY||Apr 2021 - Oct 2021||< 1|
|Self Employed||Houston, TX||Oct 2019 - Feb 2021||1|
|Maroon Creek Club||Aspen, CO||Jun 2019 - Aug 2019||< 1|
|Giammalva Racquet Club||Spring, TX||Sep 2018 - May 2019||< 1|
|Kingwood Country Club||Kingwood, TX||Aug 2017 - Aug 2018||1|
|Self Employed||Houston, TX||Mar 2014 - Jul 2017||3|
|O Athletik LLC||Houston, TX||Mar 2016 - Jan 2017||< 1|
|H-e-b||Houston, TX||Dec 2013 - Mar 2014||< 1|
|Student||Houston, TX||Jan 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2021|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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