Matthew James Brunwin

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

• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 09/2013 → 02/2020
  Bny Mellon
  Newport Beach, CA
• 05/2020 → Present
  Bank Of America, N.A.
  Newport Beach, CA

Previous Registrations

• 2012-07-10 → 2013-10-11
  Northwestern Mutual Investment Services, Llc
  Irvine, CA

Other Businesses

I*3432267 Entity Type: Entity For Profit Name of OBA: 2Y1B Capital LLC Address: Long Beach, California, 90807 Investment Related: Yes Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/18/2021 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Initially set up for potential investment in first deed lending opportunities Evaluate first deed investment opportunities.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-03

Other Names

• Matthew James Brunwin
• Matthew James Brunwin
• Matthew Brunwin