Matthew Johnson
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.Jul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- Air Ad PromotionsJun 2023 to Aug 2023
- Kevin HicksJun 2023 to Aug 2023
- St. Edward's UniversityAug 2022 to May 2024
- Toyota Financial Savings BankJun 2022 to Aug 2022
- Dallas Tigers Baseball ClubMay 2020 to Dec 2023
- University of Colorado Colorado SpringsAug 2019 to May 2022
- Knights of Columbus Pool ClubMay 2017 to Aug 2017
- Bishop Lynch High SchoolJan 2017 to May 2019
- Jesuit College Preparatory School of DallasAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7946439
- Firm CRD
- 7691