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 an advisor based in Walnut Creek, California. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Sekera has nine years of professional experience in the financial advisory industry. Sekera has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Sekera is able to advise investors in California. Over the course of their career, Sekera has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Manning & Napier Advisory Advantage Company, LLC, Manning & Napier Investor Services, Inc, Lasalle Investment Management, Inc and Managers Investment Group. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Walnut Creek, California, and operates out of 2,958 additional locations across the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

9 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 9 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

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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