Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in Leesburg
15yrs
Matthew Wright
Full name on record: Matthew H Wright
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Matthew Wright has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Leesburg, Virginia. Matthew has been with Merrill Lynch, Pierce, Fenner & Smith since 2011. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 161 advisors with offices in Leesburg, and one of 152 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 54% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office3 S King St, Leesburg, VA 20175
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – now
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Matthew Wright. Matthew works from the Leesburg, VA office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2011, about 15 years. More experience than 54% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in Virginia
Centaurus Financial
45yrs
Top 1% by experience in Virginia
Osaic Wealth
43yrs
Top 2% by experience in Leesburg
Centaurus Financial
43yrs
Top 2% by experience in Virginia
Reye Partners Asset Management
43yrs
Top 2% by experience in Virginia