Matthew Wayne Cronlund

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

• 05/1997 → Present
  Bank Of America, N.A.
  Winston-Salem, NC
• 03/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC

Other Businesses

I*2125261, Entity Type: Fiduciary, Name of OBA: M H C Jr, Address: Bowie, Maryland, 20715, Investment Related: N, Position, Title, Association: Administrator, Power of Attorney, Successor Trustee, Employee State Date: 26-Dec-2024, No Hours: 50 Yearly, No Hours during Trading: 1 Yearly, Duties: I*: 2433272 Entity Type: Power of Attorney, Successor Trustee Name of OBA: F. C. Address: Raleigh, North Carolina, 27613, Investment Related: No Position, Title, Association: Power of Attorney, Successor Trustee Employee Start Date: 4/30/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: I am POA and successor trustee for my wife's rev trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-09
• S63 Uniform Securities Agent State Law Examination
  2000-05-09