Matt L Clover
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
23 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
23 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Modern Woodmen of AmericaOct 2025 to Mar 2026
- Odom's Insurance AgencyMar 2025 to Nov 2025
- Boomer SolutionsDec 2024 to Mar 2025
- State FarmMar 2024 to Oct 2024
- Northeastern State UniversityJan 2024 to Dec 2025
- Edward JonesApr 2023 to Jan 2024
- Lake Country FitnessAug 2022 to Mar 2024
- Connors State CollegeAug 2022 to Dec 2023
- Eufaula High SchoolOct 2020 to May 2022
- Sonny's Grocery StoreJan 2019 to Aug 2022
- Checotah High SchoolAug 2018 to Oct 2020
- Checotah Middle SchoolAug 2016 to May 2018
- UnemployedJan 2003 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7718643
- Firm CRD
- 7691