Matthew Kucera
Matthew Kucera is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Rockledge, FL, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
6525 3rd St, Rockledge, FL, 32955
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2016Customer Dispute
July 2005Customer Dispute
September 2002Customer Dispute
March 2002Customer Dispute
October 1992Other Business Activities
Matthew is a director for the Margaret Heins Foundation, a charitable organization, since 2011. He dedicates minimal time annually to grant making.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.