Matthew Thomas Gellene

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Washington, DC
  Mclean, VA
  Woodbridge, VA
  Washington, DC
  Frederick, MD
  Rockville, MD
  Bethesda, MD
  Alexandria, VA
  Boston, MA
  Mclean, VA
• 2004-05-03 → 2004-10-20
  Quick & Reilly, Inc.
  Washington, DC

Other Businesses

I* 925275 Entity Type: Fiduciary role Name: Estate of Mother Investment related: No Address of business: Needham, Massachusetts Position, title, association: Executor Start date of relationship: 7/18/2022 Number of hours devoted: 1 hour Wkly Number of hours devoted during trading hours: 0 Duties: Executor of mother's estate I*: 2791269 Entity Type: For Profit Name of OBA: XXXX A Street LLC Address: Belmar, NJ 07719 Investment Related: No Position, Title, Association: General Partner/Managing Member, Owner Employee Start Date: 08/21/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Purchasing a family property from my mother's estate to allow my brothers and sisters and their families to continue to use.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-01
• S63 Uniform Securities Agent State Law Examination
  1989-08-31