Matthew eric Ibarreta Villapando
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Matthew eric Ibarreta Villapando? 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
13 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- Merrill EdgeJul 2023 to Jan 2024
- Florida State CollegeDec 2022 to Apr 2023
- Ponte Vedra Inn and ClubFeb 2022 to Jul 2023
- Zulu LogistixAug 2021 to Feb 2022
- InstacartMay 2021 to Aug 2021
- New York State SolarFeb 2021 to May 2021
- CostcoAug 2020 to Jun 2021
- Suffolk County Community CollegeAug 2020 to Dec 2020
- AmazonApr 2020 to Aug 2020
- UnemployedDec 2019 to Apr 2020
- Karvers Bar and GrilleJul 2019 to Jan 2020
- Bamboo Bar and GrilleFeb 2017 to Aug 2017
- Del FuegoAug 2016 to Mar 2019
- The BenchJul 2016 to Jan 2017
- Stony Brook UniversityMay 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7775873
- Firm CRD
- 7691