Matthew Hernandez
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.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Bank of AmericaJul 2022 to Oct 2025
- CarmaxOct 2021 to Jul 2022
- University of HoustonAug 2021 to Oct 2021
- Crossmen Drum and Bugle CorpsJun 2021 to Aug 2021
- Home DepotMar 2021 to Jun 2022
- Team Gillman HondaFeb 2021 to Apr 2021
- University of HoustonAug 2020 to Feb 2021
- CarmaxMay 2020 to Aug 2020
- University of HoustonAug 2019 to May 2020
- Stripes- 7/11May 2019 to Aug 2019
- Marco's PizzaJan 2019 to May 2019
- AcademyNov 2018 to Jan 2019
- UnemployedJan 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 8181897
- Firm CRD
- 7691