Matthew Eckenrode
Matthew Eckenrode is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Traverse City, MI, with 20 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
333 W Grandview Pkwy, Traverse City, MI, 49684
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
February 2007Other Business Activities
Matthew is a committee member and advisory board member for the Psi Upsilon Foundation, a charitable organization, dedicating minimal time to each role. He also serves as a trustee for two trusts, DAE Trust U/A DTD 5/20/2021 and DAE, spending minimal time on each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Benjamin & Jerold Brokerage, INC.Broker
Morgan Stanley Dw INC.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.