Matthew T Hershkowitz
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
3 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
12 years in the industry.
- Bank of America, N.A.Jan 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- Generally Unemployed, Occasionally DoordashingMay 2023 to Jan 2024
- DoordashDec 2022 to Jan 2024
- Fast Eddy'sNov 2022 to May 2023
- Whitman CollegeSep 2022 to May 2023
- UnemployedJul 2022 to Sep 2022
- Reynvaan WineryMar 2022 to Jul 2022
- Whitman CollegeSep 2021 to May 2022
- Merrill LynchMay 2021 to Sep 2021
- Whitman CollegeSep 2020 to May 2021
- UnemployedMay 2020 to Sep 2020
- Whitman CollegeSep 2019 to May 2020
- YmcaJun 2019 to Sep 2019
- Adobe Village InnFeb 2019 to Jun 2019
- HiltonSep 2018 to Feb 2019
- Summit Prepatory SchoolJan 2018 to Sep 2018
- Elements Wilderness TherapyNov 2017 to Jan 2018
- Avon Old FarmsSep 2017 to Nov 2017
- Nols AlaskaJun 2017 to Sep 2017
- Mercer Island High SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
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
- 7407254
- Firm CRD
- 7691