Matthew Roy Barrett
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Merrill EdgeAug 2025 to Jan 2026
- The University of North Florida Board of TrusteesAug 2025 to Jan 2026
- University of North FloridaAug 2024 to Jan 2026
- The Fresh MarketMay 2024 to May 2025
- Advent HealthNov 2023 to Sep 2024
- Seminole State College of FloridaJan 2021 to Aug 2024
- Fed ExSep 2019 to Dec 2019
- 4 Star Customs Repair LLCJun 2019 to Aug 2023
- Misters Car WashSep 2016 to Nov 2017
- Lake MaryFeb 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8119819
- Firm CRD
- 7691