Matthew H Wright

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

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Vienna, VA
• 07/2011 → Present
  Bank Of America, N.A.
  Leesburg, VA

Other Businesses

I*2227361, Entity Type: Not for Profit, Name of OBA: Loudoun County Chamber of Commerce, Address: Leesburg, VA 20176 Investment Related: N, Position, Title, Association: None Employee State Date:03/12/2025 , No Hours: 2 monthly, No Hours during Trading: 0, Duties: General networking for our business within the Loudoun County Chamber of Commerce community.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-12

Other Names

• Matthew Howard Wright