Robert Matos
Robert Matos is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Cranford, NJ, with 23 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
101 South Ave W, Cranford, NJ, 07016
Get directionsHistory
Regulatory History (2)
Financial
November 2019Financial
May 2018Other Business Activities
Robert is a co-trustee of the Joseph E. Matos Trust, established in 2021 to distribute funds for funeral expenses. He devotes minimal time to this non-investment related activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ing Financial Markets LLCBroker
Bgc Financial, L.P.Broker
Tullett & Tokyo Securities, INC.Broker
State Registrations16 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.