Lanark Financial
47yrs
Top advisor by experience in Tallahassee
4yrs
Matthew Roach
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office803 Lake Bradford Rd, Tallahassee, FL 32304
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Combined State Law Examination
Career
- 2023 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
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 Roach. Matthew works from the Tallahassee, FL office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2023, about 4 years. 4 years in the industry.
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 2, 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 Florida
Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top 1% by experience in Tallahassee
Raymond James & Associates
44yrs
Top 1% by experience in Florida
Stephen R Williams Investment Advisor
43yrs
Top 1% by experience in Florida
Lanark Financial
42yrs
Top 2% by experience in Florida