Matthew Chait

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

• 12/2021 → 09/2024
  Morgan Stanley
  New York, NY
• 08/2017 → 05/2021
  Penn State University
  State College, PA
• 09/2013 → 06/2017
  John F. Kennedy High School
  Bellmore, NY
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2020 → 08/2020
  Aegis Capital Corp
  Garden City, NY
• 06/2021 → 11/2021
  Unemployment
  Merrick, NY
• 11/2024 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2024-06-13 → 2024-10-11
  Morgan Stanley
  Purchase, NY
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-13
• S63 Uniform Securities Agent State Law Examination
  2022-01-21

Other Names

• Matthew Corey Chait
• Matt Chait
• Matthew C Chait