Matthew Fabian Rodriguez
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.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- DeloitteJul 2024 to Jan 2026
- AsuclaOct 2023 to Jun 2024
- N/aAug 2023 to Oct 2023
- DeloitteJun 2023 to Aug 2023
- Ucla Accounts PayableOct 2022 to Jun 2023
- N/aAug 2022 to Oct 2022
- AccentureJun 2022 to Aug 2022
- JumpstartOct 2021 to Jun 2022
- UclaOct 2020 to Jun 2024
- N/aJan 2016 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8216523
- Firm CRD
- 7691