Mateo Gowland

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

• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2014 → 05/2018
  Fordham University
  Bronx, NY
• 04/2018 → 07/2018
  Unemployed
  New York, NY
• 07/2018 → 10/2018
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  New York, NY

Other Businesses

Status: APPRVD I*134153 For profit or not for profit: For-Profit Organization Name of outside business organization: OneLove Investment Partnership Investment related: Y Address of business: New York, New York 10003 Nature of business: Limited Partnership, Position, title, association: , Start date of relationship: 10/20/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The LP consist of myself and three older brothers as Limited Partners and myself as the General Partner. Purpose is for investments received as a gift from father in December of 2019.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-21