Matthew Joseph Martin

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

• 02/2021 → 05/2026
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 02/2021 → 05/2026
  Jpmorgan Securities Llc
  San Francisco, CA
• 09/2019 → 06/2020
  Cibc Private Wealth Management
  San Francisco, CA
• 06/2017 → 08/2017
  Three Bridge Wealth Advisors
  San Francisco, CA
• 08/2015 → 05/2019
  University Of California - Berkeley
  Berkeley, CA
• 06/2019 → 08/2019
  Unemployed
  San Francisco, CA
• 07/2020 → 01/2021
  Unemployed
  San Francisco, CA
• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2026 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2021-06-08 → 2026-05-13
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-08

Other Names

• Matt O'DRiscoll
• Matthew J O'DRiscoll
• Matt Martin
• Matthew J Martin