Matthew Spiegelman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Matthew Spiegelman? 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
11 years in the industry.
- Bank of America, N.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to now
- Na, UnemployedJul 2021 to Aug 2021
- Partners for DevelopmentMar 2021 to Jun 2021
- Quantum Financial AdvisorsSep 2020 to Dec 2020
- Tpc PotomacJun 2020 to Sep 2020
- University of Maryland Golf CourseMar 2020 to Dec 2020
- Congressional Country ClubJun 2019 to Feb 2020
- Vuk Pinball and PizzaJun 2017 to Dec 2018
- Full Time College Student At Montgomery College and U of MdJan 2017 to May 2021
- Unemployed, TravelJul 2016 to Dec 2016
- Gregorio's TrattoriaMay 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7443410
- Firm CRD
- 7691