Matthew Van Bussum

Employer firm

Digital Ascension Group - Wealth CRD 328627

$555M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 06/2013 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Previous Registrations

• 2013-05-30 → 2024-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Boston, MA
  Jacksonville, FL
  Jacksonville, FL
  New York, NY
  Jacksonville, FL
  Jacksonville, FL
• 2010-11-10 → 2013-05-20
  Strategic Advisers Llc
  Jacksonville, FL

Other Businesses

I*102686 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MVEM LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PONTE VEDRA, FLORIDA 32081 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 30 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: E COMMERCE BUSINESS. BUYING AND THEN RESELLING ITEMS LIKE ELECTRONICS, HOUSEHOLD ITEMS ETC.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-09
• S63 Uniform Securities Agent State Law Examination
  2008-04-10

Other Names

• Matthew Van Bussum
• Matthew P Van Bussum
• Matthew Philip Van Bussum