Matthew Adam Scher

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

• 04/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 05/2011 → Present
  Bank Of America, N.A.
  Bellevue, WA

Other Businesses

I*101496 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BELLEVUE SCHOOLS FOUNDATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS:BELLEVUE, WASHINGTON 98015 POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 6 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 6 DUTIES: THE BELLEVUE SCHOOLS FOUNDATION DEVELOPS, PROMOTES, AND FUNDS THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS IN BELLEVUE'S PUBLIC SCHOOLS. I AM SEEKING PRE-APPROVAL TO JOIN THE BOARD OF TRUSTEES FOR A MINIMUM TERM OF 3 YEARS. I*5122279 Entity Type: Fiduciary Role Name of OBA: The J. R. S. Trust Address: Yarrow Point, Washington, 98004 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/28/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Co-Trustee/Parents

Exams

• S66 Uniform Combined State Law Examination
  2002-06-05