Matthew
Cohen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Matthew Cohen is a financial advisor based in Cambridge, Massachusetts, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cheshire Academy High School, University Of New Hampshire, Wallingford Park And Recreation, Unh Office Of First Year Programs, Unh Museum Of Art, Veris Wealth Partners, Unh Hamel Recreation Center, and Bank Of America. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Matthew is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Cambridge, Massachusetts. 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
Services Offered
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Matthew Cohen Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America
Unh Museum Of Art
Veris Wealth Partners
Unh Hamel Recreation Center
Unh Office Of First Year Programs
University Of New Hampshire
Wallingford Park And Recreation
Cheshire Academy High School
Disclosures
Please visit the SEC profile of Matthew Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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