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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-04
NH RA APPROVED 2025-09-02
  • TX RA
    APPROVED_RES
    Since 2025-11-04
  • NH RA
    APPROVED
    Since 2025-09-02

Branch Locations

100 Market St, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton MA 06/2017 11/2018
University Of New Hampshire Durham NH 08/2016 05/2017
University Of New Hampshire Durham NH 08/2013 05/2017
Bank Of America, N.A. Newton MA 10/2018 11/2018
Columbia Threadneedle Investments Boston MA 11/2018 08/2025
Columbia Management Investment Advisers, Llc Boston MA 11/2018 08/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 08/2025 Present
Bank Of America, N.A. Portsmouth NH 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-18
  • S66 Uniform Combined State Law Examination
    2017-10-18
Other Names
  • Matthew A Grant

View on SEC IAPD

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