Matthew Bishop
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Aug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- Italian Village RestaurantMar 2023 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Aug 2022
- Rocking Horse Ranch Operating CoJan 2022 to Jan 2022
- Tee Bar CorporationJan 2022 to Jan 2022
- University At BuffaloAug 2021 to May 2025
- Nostrano VineyardsMay 2021 to Aug 2024
- UnemployedSep 2020 to Apr 2021
- Weed Orchards and WineryMay 2018 to Aug 2020
- Marlboro Youth BaseballApr 2018 to Sep 2019
- UnemployedJul 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7565730
- Firm CRD
- 7691