Matthew David Mersman is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2022-07-07 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2019-06-24 | 2020-08-21 | — |