Matthew James Zivick

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial Llc
  Chicago, IL
• 07/2014 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2009-10-23 → 2014-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
• 2009-01-14 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

(1) 06/27/2014 - IHT WEALTH MANAGEMENT - INV REL - 123 N. WACKER DR., CHICAGO, IL 60606 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 100% OF TIME SPENT (2) 07/07/2014: IHT WEALTH MANAGEMENT - INV REL - 123 N. WACKER DR., CHICAGO, IL 60606 - REGISTERED INVESTMENT ADVISOR - (HYBRID) IHT WEALTH MANAGEMENT - 100% OF TIME SPENT - ADMIN

Exams

• S66 Uniform Combined State Law Examination
  2008-12-24

Other Names

• Matthew Zivick