Mattias Sebsbie
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Trinity Wealth Securities, LLCMar 2026 to Apr 2026
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2025 to Apr 2026
- LaunchtnOct 2024 to Dec 2024
- WalmartJun 2024 to May 2026
- Altitude VenturesJun 2024 to Aug 2024
- AlkuJun 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- University of Tennessee KnoxvilleAug 2022 to Dec 2024
- United Parcel Service (ups)Sep 2021 to Aug 2022
- Dollar GeneralJun 2021 to Aug 2021
- Dollar GeneralSep 2020 to May 2021
- Columbia State Community CollegeAug 2020 to May 2022
- UnemployedJun 2020 to Aug 2020
- TargetSep 2019 to Jan 2020
- Nolensville High SchoolAug 2019 to May 2020
- Leuzinger High SchoolAug 2017 to Jan 2020
- Hawthorne Math and Science AcademyAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 8072284
- Firm CRD
- 7691