Matthew Jayden Swimmer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Arizona State UniversityJan 2022 to now
- University of NevadaAug 2021 to Dec 2021
- Hot N Juicy CrawfishMay 2021 to Jul 2022
- The Vitamin ShoppeMar 2021 to May 2021
- Gap IncSep 2020 to Mar 2021
- Men's WearhouseOct 2019 to Oct 2020
- Palomar CollegeAug 2019 to Dec 2020
- San Diego Mesa CollegeAug 2019 to Dec 2020
- Barona Resort & CasinoJul 2019 to Oct 2019
- Western Colorado UniversityJan 2019 to Jul 2019
- Boudin SfAug 2018 to Jan 2019
- UnemployedJun 2018 to Aug 2018
- Mcdonald'sJan 2018 to Jun 2018
- Mission Hills High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7602096
- Firm CRD
- 7691