Matthew Spiegelman

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 03/2021 → 06/2021
  Partners For Development
  Silver Spring, MD
• 09/2020 → 12/2020
  Quantum Financial Advisors
  Rockville, MD
• 03/2020 → 12/2020
  University Of Maryland Golf Course
  College Park, MD
• 06/2020 → 09/2020
  Tpc Potomac
  Potomac, MD
• 06/2019 → 02/2020
  Congressional Country Club
  Potomac, MD
• 06/2017 → 12/2018
  Vuk Pinball And Pizza
  Bethesda, MD
• 05/2015 → 05/2017
  Gregorio's Trattoria
  Potomac, MD
• 01/2017 → 05/2021
  Full Time College Student At Montgomery College And U Of Md
  College Park, MD
• 07/2021 → 08/2021
  Na, Unemployed
  Na, MD
• 07/2016 → 12/2016
  Unemployed, Travel
  Bethesda, MD
• 10/2025 → Present
  Bank Of America, N.A.
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2023-11-06

Other Names

• Matt Cole Spiegelman