Matthew T Hershkowitz
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew T. Hershkowitz is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Texas, and Washington.
Office
Advisors at this office: 46
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas, Washington
- Broker:
12 states and territories
Alaska, California, Delaware, Florida, Hawaii, Idaho, Indiana, Nevada, Oregon, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 – no end date reportedHillsboro, OR
- Merrill LynchMay 2021 – Sep 2021Seattle, WA
- Fast Eddy'sNov 2022 – May 2023Walla Walla, WA
- Reynvaan WineryMar 2022 – Jul 2022Walla Walla, WA
- YMCAJun 2019 – Sep 2019Santa Maria, CO
- HiltonSep 2018 – Feb 2019Sedona, AZ
- Adobe Village InnFeb 2019 – Jun 2019Sedona, AZ
- DoorDashDec 2022 – Jan 2024Seattle, WA
- Mercer Island High SchoolSep 2014 – Jun 2017Mercer Island, WA
- NOLS AlaskaJun 2017 – Sep 2017Seward, AK
- Avon Old FarmsSep 2017 – Nov 2017Avon, CT
- Elements Wilderness TherapyNov 2017 – Jan 2018Salt Lake City, WA
- Summit Prepatory SchoolJan 2018 – Sep 2018Kalispell, MT
- Whitman CollegeSep 2019 – May 2020Walla Walla, WA
- UnemployedMay 2020 – Sep 2020Mercer Island, WA
- Whitman CollegeSep 2020 – May 2021Walla Walla, WA
- Whitman CollegeSep 2021 – May 2022Walla Walla, WA
- Whitman CollegeSep 2022 – May 2023Walla Walla, WA
- UnemployedJul 2022 – Sep 2022Mercer Island, WA
- Generally Unemployed, Occasionally DoorDashingMay 2023 – Jan 2024Seattle, WA
- BANK OF America, N.A.Jan 2024 – no end date reportedHillsboro, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew T Hershkowitz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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