Matthew Joseph Galvan

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

• 02/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 02/2017 → 02/2019
  U.S. Trust, Bank Of America Private Wealth Management
  New York, NY
• 05/2015 → 02/2017
  U.S. Trust, Bank Of America Private Wealth Management
  New York, NY
• 06/2019 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1767294, Entity Type, Name of OBA: My Money Workshop Address: No address Investment Related:No Position, Title, Association: Employee Start Date: No Hours: No Hours during trading: Duties:Financial literacy program that holds workshops for students in high school and college. I would be a volunteer that helps lead (solely or with another) workshops educating students on personal finance that includes budgeting, saving, and investing.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-08

Other Names

• Matt Galvan
• Matthew Galvan