Matthew Armendinger
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America N.A.Sep 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- 'corebridge FinancialDec 2020 to Jul 2023
- Valic Financial Advisors, Inc.Dec 2020 to Jul 2023
- AgiaDec 2020 to Aug 2022
- Northwestern MutualJan 2020 to Apr 2020
- Life Time Athletic Inc.Jun 2019 to Dec 2019
- Trajectory Marketing and AdvertisingMay 2019 to Sep 2019
- Katz Jcc Camps At MedfordJun 2018 to Sep 2018
- Turning Point RestaurantsJun 2018 to Sep 2018
- Pats Pizzeria Marlton LLCJun 2017 to Sep 2020
- 'jewish Federation -s New JerseyJun 2017 to Sep 2017
- UnemployedSep 2016 to Jun 2017
- 'fairleigh Dickinson UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7216865
- Firm CRD
- 7691