Matthew
Howell

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2899687
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Matthew Howell is a financial advisor based in Scottsdale, Arizona who has 4 years of industry experience. Howell is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Ofamerica, Na. Howell maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets across its 2,864,234 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

14636 N Scottsdale Rd
Scottsdale, AZ 85254

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

AZ Average: 88
Total Number of Accounts

2,864,234

AZ Average: 3,892
Average Account Size

$381,844

AZ Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Matthew Howell Work History

Matthew has been registered as a financial advisor for 4 years.*

2009 - Present (15 years)

Bank Ofamerica,Na

1997 - Present (27 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Howell 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

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Scottsdale, AZ
Steven Crate
Dallas, TX
William Edgar
New York, NY
Mark Wierda
Jacksonville, FL
Amy Sorge
New York, NY
Thanh Le
Dallas, TX
Louise Burke
Washington, DC
Patrick Riley
Sammamish, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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