Matthew Heisler

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-03-05
CT	RA	APPROVED	2012-08-29

TX RA
APPROVED

Since 2014-03-05
CT RA
APPROVED

Since 2012-08-29

Branch Locations

2 Pine St, New Canaan, CT 06840 • United States

Westport, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	Westport	CT	06/2012	Present
Bank Of America, N.A.	Westport	CT	11/2012	Present

06/2012 → Present

Merrill Lynch, Pierce, Fenner And Smith Incorporated

Westport, CT
11/2012 → Present

Bank Of America, N.A.

Westport, CT

Other Businesses

I*3870267 Entity Type: N/A Name of OBA: Talentism Address: greenwich, Connecticut Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/09/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Executive Coaching consultancy None. Add-on investment

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-27
S63	Uniform Securities Agent State Law Examination	2002-07-02

S66 Uniform Combined State Law Examination

2012-08-27
S63 Uniform Securities Agent State Law Examination

2002-07-02

Other Names

Matthew Malcolm Heisler

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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