Matthew Graber

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

• 09/2021 → 10/2022
  Equitable Advisors Llc
  New York, NY
• 05/2020 → 09/2021
  Rumson Country Club
  Rumson, NJ
• 05/2018 → 11/2018
  Cutco Cutlery
  Eatontown, NJ
• 09/2017 → 05/2021
  Monmouth University
  West Long Branch, NJ
• 06/2016 → 09/2016
  Mueller Systems
  Middleborough, MA
• 08/2011 → 05/2017
  Dexter Southfield School
  Brookline, MA
• 06/2021 → 08/2021
  Unemployed
  Atlantic Highlands, NJ
• 06/2017 → 08/2017
  Summer Break
  Waban, MA
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2020 → 05/2022
  Monmouth University
  West Long Branch, NJ
• 01/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2021-11-12 → 2022-10-19
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10

Other Names

• Matthew Edward Graber