Matthew P O'brien
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Ibex RoofJan 2025 to May 2025
- UnemployedOct 2024 to Jan 2025
- Western Region Gutter AllianceMay 2024 to Sep 2024
- Keystone ExteriorsFeb 2024 to Oct 2024
- The UndergroundOct 2022 to Jan 2024
- Monarch Motor HotelJul 2022 to Mar 2024
- Coasters CrossingsJul 2021 to Nov 2022
- VerizonFeb 2021 to Jul 2021
- Wireless CommunicationsFeb 2021 to Apr 2021
- Hastings CollegeAug 2020 to Nov 2020
- Coasters CrossingJun 2019 to Sep 2019
- Clackamas Community CollegeAug 2018 to Jun 2020
- Coasters CrossingJun 2018 to Sep 2018
- Simon Fraser UniversitySep 2017 to May 2018
- Old Spaghetti FactoryJun 2017 to Aug 2017
- Clackamas High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8153751
- Firm CRD
- 7691