Matthew J Lang
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Matthew J Lang? Claim your profile
Contact this firm
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.May 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Allworth FinancialJun 2023 to Apr 2024
- Aw SecuritiesJun 2023 to Apr 2024
- UnemployedApr 2023 to Jun 2023
- Priority Financial GroupFeb 2023 to Apr 2023
- UnemployedNov 2022 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Oct 2022
- UnemployedMay 2021 to Jul 2021
- Handshake HomeloansSep 2020 to May 2021
- Amerisave Mortgage CoOct 2019 to Sep 2020
- UnemployedAug 2019 to Oct 2019
- Freedom Mortgage CoMay 2018 to Aug 2019
- University of ArkansasAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7420573
- Firm CRD
- 7691