Matthew Merola is a registered investment advisor, based in Penfield, NY, with 7 years of industry experience.
Location
481 Penbrooke Dr., Ste. 4B, Penfield, NY, 14526
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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 ActivitiesSells Insurance
Matthew is an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. He also works as an advisory representative of a registered investment advisor, spending nearly full-time hours on this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations8 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.