Matthew Bloom

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Boston, MA

Last updated 2026-10-10

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Matthew Bloom is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA, CRD 7311042. Licenses and exams on the registration: Series 66. IAPD registration began 2023-12-18.

Registration

CRD number
7311042
Registration status
Active
IAPD registration
2023-12-18
Industry Experience
2 years
Work Experience
11 years
States registered
CT, TX

Licenses and exams

  • Series 66

Work history

  • 2023-07 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Allston, MA
  • 2023-06 to 2023-07 · Unemployed · Somerville, MA
  • 2022-08 to 2023-06 · Bentley University · Waltham, MA
  • 2022-06 to 2022-08 · Bank of America · Boston, MA
  • 2019-08 to 2023-05 · Bentley University · Waltham, MA
  • 2020-09 to 2021-08 · Ameriprise Financial · Waltham, MA
  • 2020-05 to 2020-08 · Agawam Hunt Country Club · East Providence, RI
  • 2015-09 to 2019-06 · Barrington High School · Barrington, RI
  • 2016-07 to 2021-08 · Boys and Girls Clubs of Providence · Providence, RI
  • 2023-08 to Present · Bank of America N.A. · Allston, MA

Current employment

SEC IAPD record for Matthew Bloom

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Regulatory AUM
$1,781,568,171,479
Registered advisors
25,565
Offices
5,327
Clients per advisor
71.9 (Moderate)
Average AUM per client
$968.8K (Low)
High-net-worth client ratio
28.4% (Moderate)

Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments

About

Matthew Bloom is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 11 years of reported work history. Reported roles include Bank of America N.A., Unemployed, Bentley University, Bank of America, among others.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer

Location

100 Federal St, Boston, MA 02110

534 advisors at this office.

Merrill office in Boston, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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