Matthew Prepelka
Matthew Prepelka is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Upper Saint Clair, PA, with 34 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
180 Fort Couch Rd, Upper Saint Clair, PA, 15241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew owns Two Brothers Holdings, an archery shop, and Big Bow Outdoor Productions, a media production company, dedicating minimal time to each. He also serves as a board member for Outdoor Immersion, a charitable organization, spending minimal time managing a charity race.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Savesimply Advisors, INC.
Columbia Management Advisors, INC.
Columbia Funds Distributor, INC.Broker
Bacap Distributors, LLCBroker
Stephens INC.
Stephens INC.Broker
Goldman, Sachs & CO.Broker
Federated Securities CORP.Broker
State Registrations53 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.