Matthew Danmyer (CRD# 6736301) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 7 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fndt10n, LLC | Berlin, MD | Dec 2023 - Current | < 1 |
| Mfs Wealth LLC | Ocean Pines, MD | Jan 2022 - Current | 2 |
| Montgomery Financial Services, LLC | Ocean Pines, MD | Dec 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury, MD | Mar 2017 - Dec 2021 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury, MD | Feb 2017 - Dec 2021 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury, MD | Feb 2016 - Dec 2021 | 5 |
| Bank Of America, N.a. | Salisbury, MD | Feb 2016 - Dec 2021 | 5 |
| Techtronic Industries | Baltimore, MD | Feb 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- DE
- MD
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts897ACCOUNTS
-
Average Account Value$125,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DE, FL, MD, PA
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