Matthew Michael Kale

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

• 04/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
• 09/2005 → 10/2016
  Mary Jane's Restaurant
  York, PA
• 11/2008 → 04/2018
  Dmd Real Estate
  Spring Grove, PA
• 06/2017 → 04/2018
  South Road, Llc
  Spring Grove, PA
• 07/2018 → Present
  Bank Of America, N.A.
  York, PA

Other Businesses

DMD Real EstateInvestment related - Commercial Real EstateSpring Grove, PA Commercial Real Estate Holding CompanyPartner11/1/20082 hours a month0 hours during trading hoursManage and maintain propertyI*119328For profit or not for profit: Non-Profit OrganizationName of outside business organization: Creative YorkInvestment related: NAddress of business: York, Pennsylvania 17401Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/26/2018Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Assist with fundraising, membership and development planningI*124440For profit or not for profit: Non-Profit OrganizationName of outside business organization: Creative YorkInvestment related: NAddress of business:York, Pennsylvania 17401Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/26/2019Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Creative York nurtures imagination, creativity, and innovation in York's community. Help Creative York and it's staff with organizational planning and decision making.I*441061Entity Type: For ProfitName of OBA: Red Leaf Properties, LLC.Address:Spring Grove PennsylvaniaInvestment Related:NoPosition, Title, Association:Officer,General Partner/Managing MemberStart Date:07/24/2008No Hours: 2 WeeklyNo Hours during trading:0 WeeklyDuties:Rental propertyOwnership and management of the propertyI*2239277, Entity Type: , Name of OBA: M A. K, Address: Hanover, Pennsylvania, 17331, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 14-Mar-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*405260 Entity Type: N/A Name of OBA: Creative York Address: York, Pennsylvania, 17401 Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/03/2026 Number of Hours: 3, Monthly Number of Hours during trading: 1, Monthly Duties: The arts are essential to development and self-expression. At Creative York, we are dedicated to inspiring the community through arts education, gallery experiences, and outreach programs. President of the Board

Exams

• S66 Uniform Combined State Law Examination
  2018-08-06
• S63 Uniform Securities Agent State Law Examination
  2002-07-19

Other Names

• Matthew M Kale
• Matt M Kale
• Matthew Kale