Matthew Ratto
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Svn Cornerstone Commercial Real EstateAug 2023 to Jan 2024
- Ten Capital Wealth AdvisorsJun 2023 to Jul 2023
- Farmers InsuranceMay 2023 to May 2024
- Gonzaga University Athletics ProgramSep 2020 to May 2024
- Oakland Hills Tennis ClubJun 2019 to Aug 2020
- Oakland Athletics/athletics Investment Group LLCMar 2018 to Aug 2022
- Trukid SkincareMay 2017 to Aug 2017
- Catholic Youth OrganizationMar 2017 to May 2019
- My Neighborhood HandymanJun 2012 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7964634
- Firm CRD
- 7691