Matthew Heafner

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

• 09/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 11/2012 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*1665278, Entity Type, Name of OBA: Rental Property 1 Address: Jacksonville Florida 32225 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 11/01/2023 No Hours: Weekly No Hours during trading: 0 I*1699285 Name of OBA: Rental Property 2 Address: fort pierce,fl 34949 Investment Related: NO Position, Title, Association: Co-owner with other family members Employee Start Date: 02/15/2024 No Hours: Yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-12-28

Other Names

• Matthew Timothy Heafner