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# 2959986
Rain Capital Management
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 4299120
Wellspring Advisors, Inc.
| 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
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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
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