Matheson
Ladd
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Matheson Ladd is a financial advisor based in Mount Pleasant, South Carolina, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Matheson has previously held positions at University Of South Carolina, Chaffin Junior High, Northside High School, Luther Stem Pools And Spas, Raymond James- Ladd Wealth Advisors, Raymond James Financial Services, Inc, Ladd Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Il Giorgione Pizzeria And Wine Bar, Sports Promotions Group, Dicks Sporting Goods, Augusta National Golf Course, Harper Dental, Hardscrabble Country Club, and Bank Of America N.A. Matheson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Matheson is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Mount Pleasant, South Carolina. 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
Matheson Ladd Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Il Giorgione Pizzeria And Wine Bar
Dicks Sporting Goods
Raymond James- Ladd Wealth Advisors
Ladd Wealth Advisors LLC
Sports Promotions Group
Augusta National Golf Course
University Of South Carolina
Luther Stem Pools And Spas
Harper Dental
Northside High School
Hardscrabble Country Club
Chaffin Junior High
Disclosures
Please visit the SEC profile of Matheson Ladd 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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