Matthew
Sekera

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4951533
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Matthew Sekera is a financial advisor based in Walnut Creek, California. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 10 years of practice in the financial advisory industry. Sekera holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Sekera is registered to advise clients in California. Over the course of their career, they have held roles at Manning & Napier Advisory Advantage Company, LLC, Manning & Napier Investor Services, Inc, Lasalle Investment Management, Inc, Managers Investment Group and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Walnut Creek, California, and has 3,132 other offices throughout the nation. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $797 billion in assets throughout 2,472,247 client accounts and employs more than 41,217 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 797,993 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1331 N California Blvd
Walnut Creek, CA 94596

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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 Sekera Work History

Matthew has 11 years of experience.

2015 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Managers Investment Group

2012 - 2014 (2 years)

Lasalle Investment Management, Inc

2009 - 2012 (3 years)

Manning & Napier Advisory Advantage Company, LLC

2009 - 2012 (3 years)

Manning & Napier Investor Services, Inc

Disclosures

Matthew Sekera has no disclosures.

Please visit their SEC profile for more details.

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

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Chandler, AZ
Katrina Stump
Portland, OR
Mark Seitzer
Hot Springs National Park, AR
Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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