Matthew Forrest Alexander

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

• 07/2015 → 12/2017
  Metlife Investors Distribution Company
  Charlotte, NC
• 03/2017 → 04/2019
  Brighthouse Securities, Llc
  Charlotte, NC
• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 05/2019 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*1176269 For profit or not for profit: Entity For Profit Name of outside business organization: Sydney Shelton Properties, Inc Investment related: N Address of business: Charlotte, North Carolina, 28210 Nature of business: ["S Corporation"] Position, title, association: ["Treasurer"], Start date of relationship: 2/7/2023 Number of hours devoted: 20 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Sydney Shelton Properties is an S-Corp for my wife's real estate business. It was created a couple years ago at the advice of our accountant as a way to provide some tax benefit to her as a 1099 employee of Helen Adams Realty. It serves as a holding com

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-03
• S63 Uniform Securities Agent State Law Examination
  2015-08-14

Other Names

• Matthew Alexander
• Matthew Forrest Alexander
• Matt Alexander