Matt J. Bridge

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

• 06/2009 → 10/2016
  Morgan Stanley Smith Barney
  Seattle, WA
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 11/2016 → Present
  Bank Of America, N.A.
  Bellevue, WA

Previous Registrations

• 2009-06-01 → 2016-10-21
  Morgan Stanley
  Seattle, WA
  Bellevue, WA
• 1998-10-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Seattle, WA
  Seattle, WA

Other Businesses

I*99512 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BRIDGE KELLY BUXTON LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: KIRKLAND, WASHINGTON 98033 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 10/3/2011 NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ANGEL INVESTING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-08
• S63 Uniform Securities Agent State Law Examination
  1998-09-01

Other Names

• Matthew James Bridge
• Matt Bridge
• Mathew J Brut