Matthew Brown
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lisle, IL 60532
Credentials
Series 63, Series 66
Industry experience
29 years
Matthew Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial objectives and develop strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and emergency savings. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America.
Matthew holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. His approach centers on helping clients identify what matters most to them and their families in order to tailor financial strategies that align with their priorities.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3333 Warrenville Rd
Lisle, IL 60532
Illinois · Texas
Bank of America, N.A.
2025 - Present (1 year)
Merrill
2024 - Present (2 years)
Morgan Stanley
2022 - 2024 (2 years)
IHT Wealth Management LLC
2020 - 2022 (2 years)
LPL Financial
2020 - 2022 (2 years)
The Huntington National bank
2019 - 2020 (1 year)
The Huntington Investment Company
2018 - 2020 (2 years)
The Huntington National Bank
2018 - 2019 (1 year)
Scottrade
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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