Mateja
Tirkas

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7096393
Investment Advisor
in Chandler, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mateja Tirkas is a financial advisor based in Chandler, Arizona, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Mateja has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, La Madeleine French Bakery And Cafe, Yellowstone Club, UC Davis Agriculture Department, UC Davis Physics Department, UC Davis Agriculture Sustainability Institute, UC Davis, and West Sacramento Music Academy. Mateja has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Mateja is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Chandler, Arizona. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2555-2595 W Chandler Blvd Me- Merrill Guided Client Mgmt and Participant Servs
Chandler, AZ 85224

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

AZ Average: $7,464,549,021
Total Number of Employees

34,934

AZ Average: 88
Total Number of Accounts

2,911,578

AZ Average: 3,892
Average Account Size

$436,737

AZ Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mateja Tirkas Work History

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

La Madeleine French Bakery And Cafe

2017 - 2018 (1 year)

Yellowstone Club

2016 - 2016 (< 1 year)

Uc Davis Agriculture Deparment

2016 - 2017 (1 year)

Uc Davis Physics Department

2015 - 2016 (1 year)

Uc Davis Agriculture Sustainablity Institute

2015 - 2015 (< 1 year)

West Sacramento Music Academy

2014 - 2014 (< 1 year)

West Sacramento Music Academy

2013 - 2017 (4 years)

Uc Davis

Disclosures

Please visit the SEC profile of Mateja Tirkas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Gary Gordon
Birmingham, AL
Stacy Lampros
Cleveland, OH
Keven Johnson
Charlotte, NC
James Little
Florham Park, NJ
Margaret Ritter
Blue Bell, PA
David Filosa
New York, NY
Kenneth Dorris
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started