Matthew
Swimmer
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Matthew Swimmer is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Hot N Juicy Crawfish, The Vitamin Shoppe, Gap Inc, Men's Wearhouse, Barona Resort & Casino, Boudin SF, McDonald's, Mission Hills High School, Western Colorado University, Arizona State University, University of Nevada, San Diego Mesa College, and Palomar College. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Matthew is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. 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
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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 Swimmer Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Arizona State University
Hot N Juicy Crawfish
The Vitamin Shoppe
University Of Nevada
Gap Inc
Men'S Wearhouse
Barona Resort & Casino
Western Colorado University
San Diego Mesa College
Palomar College
Boudin Sf
Mcdonald'S
Mission Hills High School
Disclosures
Please visit the SEC profile of Matthew Swimmer 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
Scottsdale, AZ
Scottsdale, AZ
Kissimmee, FL
New York, NY
Albany, NY
New York, NY
Hartford, CT
Erie, PA
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.
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