Matthew
Shetler

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5177632
Investment Advisor
in State College, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

475 Rolling Ridge Dr
State College, PA 16801

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

PA Average: 88
Total Number of Accounts

2,911,578

PA Average: 3,892
Average Account Size

$436,737

PA Average: $1,917,921

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

2013 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - Present (11 years)

Bank Of America, N.A

Created with Highcharts 6.0.7

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.

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

Katelyn Gallagher
Scottsdale, AZ
Steven Marroquin
Los Angeles, CA
Thomas Morrone
New York, NY
Casey Edwards
New York, NY
Brianna Wadsworth
Newport Beach, CA
Sierra Wojcik
New York, NY
Rachel Rudd
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started