Mateja P Tirkas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to now
- La Madeleine French Bakery and CafeAug 2018 to Apr 2019
- UnemployedApr 2018 to Aug 2018
- Yellowstone ClubDec 2017 to Apr 2018
- UnemployedJun 2017 to Nov 2017
- Uc Davis Physics DepartmentMar 2016 to Jun 2017
- Uc Davis Agriculture DeparmentMar 2016 to Nov 2016
- Uc DavisSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7096393
- Firm CRD
- 7691