Matthew Heisler

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

• 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

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

Other Names

• Matthew Malcolm Heisler