Matthew P Voelker

CRD 6676895 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Fort Collins, CO

IA RegisteredBroker

Also appears in the source record as: Matt Voelker; Matthew Philip Voelker; Matthew Phillip Voelker; Matthew Voelker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (5): California · Colorado · Florida · Georgia · Ohio
Years in the industry (source record): 9
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 (9)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Fort Collins, CO · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Fort Collins, CO · BC capacity

start not retrieved → present
Raymond James Financial Services Advisors, Inc
Fort Collins, CO · IA capacity

Oct 27, 2022 → Nov 8, 2023
Raymond James Financial Services, Inc.
Fort Collins, CO · BC capacity

Oct 27, 2022 → Nov 8, 2023
Fidelity Personal And Workplace Advisors
Fort Collins, CO · IA capacity

Jul 16, 2021 → Nov 1, 2022
Fidelity Brokerage Services LLC
Greenwood Village, CO · BC capacity

Jun 23, 2021 → Oct 31, 2022
Farmers Financial Solutions, LLC
Longmont, CO · BC capacity

Dec 9, 2020 → Jun 7, 2021
Edward Jones
Greeley, CO · IA capacity

Jan 20, 2017 → Dec 1, 2020
Edward Jones
Greeley, CO · BC capacity

Sep 15, 2016 → Dec 1, 2020

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6676895 ↗ FINRA BrokerCheck record for CRD 6676895 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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