Matthew
Shetler
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Matthew Shetler is a financial advisor based in State College, Pennsylvania, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Matthew is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of State College, Pennsylvania. 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
Fee Structure
Office Location
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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 Shetler Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Matthew Shetler 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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