Matthew WaldronCRD Number: 7038973
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Waldron (CRD# 7038973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Dorado Hills, CA and has over 3 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Bank Of America, N.a.||Roseville, CA||Jul 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Roseville, CA||Jun 2019 - Current||3|
|Unemployed||Fair Oaks, CA||Mar 2019 - Jun 2019||< 1|
|Bank Of America, N.a.||Sacramento, CA||Nov 2018 - Mar 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Sacramento, CA||Oct 2018 - Mar 2019||< 1|
|Unemployed||Orangevale, CA||Aug 2018 - Oct 2018||< 1|
|Extended Travel||Barcelona,||Jun 2018 - Jul 2018||< 1|
|Stanislaus State||Turlock, CA||Nov 2017 - May 2018||< 1|
|Cal State Stanislaus||Turlock, CA||Aug 2014 - May 2018||3|
|Buffalo Wild Wings||Turlock, CA||Jul 2017 - Dec 2017||< 1|
|Farmers Insurance||Turlock, CA||May 2017 - Aug 2017||< 1|
|Cal State Stanislaus||Turlock, CA||Nov 2016 - May 2017||< 1|
|Soccer Pro||Fair Oaks, CA||Feb 2011 - Jul 2014||3|
|Bella Vista High School||Fair Oaks, CA||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
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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