Matthew J Eckenrode

Current Employers

Employment History

• 04/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Traverse City, MI
• 08/2011 → Present
  Bank Of America, N.A.
  Traverse City, MI

Previous Registrations

• 2008-02-07 → 2010-04-14
  Td Ameritrade, Inc.
  Chicago, IL
• 2008-02-07 → 2010-04-14
  Td Ameritrade Investment Management, Llc
  Chicago, IL
• 2006-08-29 → 2008-02-11
  Ameriprise Financial Services, Llc
  Chicago, IL

Other Businesses

I*80048For profit or not for profit: Non-Profit OrganizationName of outside business organization: Psi Upsilon FoundationInvestment related: YAddress of business: Indianapolis, Indiana 46240Nature of business: Charitable Organization,Position, title, association: Committee MemberStart date of relationship: 4/15/2015Number of hours devoted: 2 hours AnnuallyNumber of hours devoted during trading hours: 0Duties: I would be on the investment committee for the Psi Upsilon Foundation. My responsibility would be to make sure that our asset allocation is in alignment with our investment policy statement and our overall objectives.I*84034FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PSI UPSILON FOUNDATIONINVESTMENT RELATED: YADDRESS OF BUSINESS: INDIANAPOLIS, INDIANA 46240NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 8/11/2015NUMBER OF HOURS DEVOTED: 30 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE NATURE OF MY INVOLVEMENT WOULD BE THAT OF MEMBER OF THE BOARD ON THEFOUNDATION SIDE OF PSI UPSILON. THE FOUNDATION BOARD IS RESPONSIBLE FOR HELPING DRIVE OUR MEMBER EDUCATION PROGRAM WHICH INCLUDES LEADERSHIP COACHING AND OTHER EDUCATIONAL ITEMS.I*2058264, Entity Type Fiduciary, Name of OBA: DAE Trust U/A DTD 5/20/2021 Address: Traverse City, Michigan, 49686 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 22-Oct-2024 No Hours: 80 Yearly No Hours during trading: 40 Yearly Duties:I*2056325, Entity Type Fiduciary, Name of OBA: DAE Address: Traverse City, Michigan, 49686 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 22-Oct-2024 No Hours: 80 Yearly No Hours during trading: 40 Yearly Duties:I*4583271 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FBO D. A E. DCSD IRA FBO C. L E. Address: Traverse City, Michigan, 49686 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 52, Monthly Number of Hours during trading: 52, Monthly Duties: Power of Attorney/Parents I*4584273 Entity Type: Fiduciary role Name of OBA: MR M. J. E. TTEE U/A DTD 05/20/2021 BY D. A E. Address: Traverse City, Michigan, 49686 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/18/2026 Number of Hours: 52, Yearly Number of Hours during trading: 52, Yearly Duties: Trustee/Self, Parents I*4584274 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO C. L E. IRA FBO C. L E. Address: Traverse City, Michigan, 49686 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 52, Yearly Number of Hours during trading: 52, Yearly Duties: Power of Attorney/Parents I*4738268 Entity Type: N/A Name of OBA: M J E TTEE U/A DTD 05/20/2021 BY D A E Address: Traverse City, Michigan, 49686 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 06/18/2026 Number of Hours: 100, Yearly Number of Hours during trading: 100, Yearly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2004-10-28

Other Names

• Matthew Eckenrode
• Matthew John Eckenrode
• Matthew J. Eckenrode
• Matt Eckenrode