Matthew Langdon
Matthew Langdon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wyomissing, PA, 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
985 Berkshire Blvd, Wyomissing, PA, 19610
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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.
Learn about disclosures →Other Business Activities
Matthew is a PIAA Varsity Wrestling Official, dedicating a few hours per week to this for-profit organization. He is also an advisory board member for the United Way of Berks County, spending minimal time quarterly on investment-related duties.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Sterling Financial Advisors, LLC
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Kuntz Lesher Capital LLC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations28 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.