Matthew McBride, financial advisor South Orange NJ

Matthew McBride

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew A. McBride
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 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, WY

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