Matthew Paul Heil

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

• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2008 → 03/2020
  St. Helena Montessori School
  St. Helena, CA
• 09/2015 → 06/2019
  140.32 Llc
  Napa, CA
• 06/2020 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*3016278 Entity Type: Charitable Name of OBA: St. Helena Little League Address: St. Helena, California, 94574 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/15/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Youth sports - baseball. Board Member, advise and govern local little league.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-24

Other Names

• Matt Heil