Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Conlon Lehrmann is an active investment advisor representative, registered in California, Texas, and other states. With over 14 years of experience in the industry, Matthew has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Prior to this, Matthew was employed by Sanford C. Bernstein & Co., LLC. and Citigroup Global Markets Inc. Matthew holds the Series 66, Series 7, and SIE licenses and specializes in investments, securities, and other investment-related products and services. Matthew works with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
08/05/2010 - 09/06/2011
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
CA
01/30/2009 - 03/01/2010
CITIGROUP GLOBAL MARKETS INC. (LOS ALTOS CA)
BOTH
Issued 9/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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