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Advisors / South Carolina / Mount Pleasant
2yrs

Matthew Johnson

Financial advisor at Merrill

Based in Mount Pleasant, South Carolina, Matthew Johnson is a fiduciary financial advisor with 2 years of industry experience. Matthew has been with Merrill since 2024. Merrill 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 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.

Mount Pleasant, SC 29464Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office75 Port City Landing, Mount Pleasant, SC 29464
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

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

  1. 2024 – now
    MerrillCurrent firm

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Matthew

How do I contact Matthew?

Call Matthew’s local office at (843) 800-6800 or the Merrill main office at (800) 637-7455, and ask for Matthew Johnson.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 2024, about 2 years. 2 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 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.

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