Matthew Nathan Milner

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-28

Branch Locations

2100 Ross Ave, Dallas, TX 75201 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	09/2024	Present
Cbre	Dallas	TX	02/2022	09/2024
Ibm	Dallas	TX	04/2019	02/2022
Lp Analyst	Dallas	TX	10/2018	04/2019
Invesco	Dallas	TX	06/2018	09/2018
Full Time Education At Southern Methodist University	Dallas	TX	08/2014	05/2018
Ntt Data Services	Plano	TX	05/2017	08/2017
Leon Capital Group	Dallas	TX	02/2018	05/2018
Bank Of America, N.A.	Dallas	TX	11/2024	Present

09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
02/2022 → 09/2024

Cbre

Dallas, TX
04/2019 → 02/2022

Ibm

Dallas, TX
10/2018 → 04/2019

Lp Analyst

Dallas, TX
06/2018 → 09/2018

Invesco

Dallas, TX
08/2014 → 05/2018

Full Time Education At Southern Methodist University

Dallas, TX
05/2017 → 08/2017

Ntt Data Services

Plano, TX
02/2018 → 05/2018

Leon Capital Group

Dallas, TX
11/2024 → Present

Bank Of America, N.A.

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-11