Matthew R Millahn

CRD 6045315 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Wayne, NJ

IA RegisteredBroker

Also appears in the source record as: Matt R Millahn; Matthew Millahn

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 6TOSIESeries 7Series 66
Registered states (20): California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Louisiana · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · Texas · Virginia
Years in the industry (source record): 14
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Wayne, NJ · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Wayne, NJ · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLC
Summit, NJ · IA capacity

Jan 14, 2016 → Jul 19, 2019
Wells Fargo Clearing Services, LLC
Summit, NJ · BC capacity

Jan 12, 2016 → Jul 19, 2019
Lpl Financial LLC
Fairfield, NJ · BC capacity

Jun 16, 2015 → Dec 21, 2015
Private Advisor Group, LLC
Fairfield, NJ · IA capacity

Aug 5, 2015 → Dec 7, 2015
Hsbc Securities (USA) Inc.
New York, NY · IA capacity

Oct 28, 2013 → Jun 12, 2015
Hsbc Securities (USA) Inc.
New York, NY · BC capacity

Oct 28, 2013 → Jun 12, 2015
Morgan Stanley
Paramus, NJ · IA capacity

Jul 23, 2012 → Feb 13, 2013
Morgan Stanley
Paramus, NJ · BC capacity

May 11, 2012 → Feb 13, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6045315 ↗ FINRA BrokerCheck record for CRD 6045315 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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