Matthew D Pomerantz

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 03/2016 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*133881For profit or not for profit: For-Profit OrganizationName of outside business organization: Business Networking InternationalInvestment related: NAddress of business:Chicago, Illinois 60625Nature of business: Corporation,Position, title, association: Advisory Board Member, Start date of relationship: 10/23/2020Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: BNI is a networking group that meets every week. as a member we network and try and help each other build their business through referrals I*1807268, Entity Type: , Name of OBA: C P IRA XXXXXXXX, Address: Northbrook, Illinois, 60062, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/24/2024, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2015-12-07