Matthew Richardson
CRD Number: 7543652Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Richardson (CRD# 7543652) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gresham, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Gresham, OR | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith | Gresham, OR | Apr 2022 - Current | 2 |
| Bank Of America | Portland, OR | Oct 2018 - Apr 2022 | 3 |
| Montclair Kimberley Academy | Montclair, NJ | Jun 2015 - Jan 2022 | 6 |
| Gettysburg College | Gettysburg, PA | Aug 2017 - May 2021 | 3 |
| Bank Of America | Portland, OR | Jul 2015 - Oct 2018 | 3 |
| Fred Meyer | Portland, OR | Jun 2014 - Jul 2015 | 1 |
| Target | Clackamas, OR | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.