Matthew Leason
Matthew Leason is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Guaynabo, PR, with 19 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
15 2nd St / 15 Calle 2, Guaynabo, PR, 00968
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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 is the president of La Jolla Properties Corp, dealing with real estate investments, and owns Tridimensional LLC, involved in real estate purchase, maintenance, and development. He also owns a personal holding company for personal investments and provides disaster relief in Puerto Rico, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
State Registrations27 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.